Mass Affluent Premier Banker & Relationship Advisor

TD Bank; Metuchen (NJ); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Bank in Metuchen, New Jersey, is seeking a Premier Banker to serve mass affluent clients as the primary contact for their banking relationship. You will manage complex portfolios and connect clients with specialists to meet financial needs.

The role focuses on growing and deepening relationships through TD's model of convenience, sales, and personalized service, with active client outreach and collaboration with internal partners.

Qualifications

• HS Diploma or GED is required.
• 2+ years financial/banking experience preferred.
• SIE exam completion is strongly preferred.
• Active registration with NMLS is required upon hire.
• Consultative sales experience is required.

Responsibilities

• Grow, deepen and retain a mass affluent book of business.
• Provide advisory-based banking solutions and referrals to specialists.
• Outreach to clients via phone, email and in-person meetings.
• Coordinate with Wealth/Commercial partners to deepen relationships.
• Deliver high-quality client service and address issues promptly.
• Adhere to TD Bank & TD Wealth policies and regulatory requirements.

Education

HS Diploma or GED

Bachelor's degree or equivalent

SIE exam

Life & Health license

Job description

TD Bank in Metuchen, New Jersey, is seeking a Premier Banker to serve mass affluent clients as the primary contact for their banking relationship. You will manage complex portfolios and connect clients with specialists to meet financial needs.

The role focuses on growing and deepening relationships through TD's model of convenience, sales, and personalized service, with active client outreach and collaboration with internal partners.