Mass Affluent Premier Banker & Relationship Advisor

TD; Philadelphia (Philadelphia County); On-site; USD 35,000 - 53,000; Full time

Job summary

TD Bank US is seeking a Premier Banker in Philadelphia, PA to manage a mass affluent client portfolio with an advisory, high-service approach. You will grow relationships, connect clients to specialists, and ensure all financial needs are met through TD’s concise model of convenience, sales, and advice.

The ideal candidate has 2+ years of banking experience, HS Diploma, and active NMLS registration; SIE, Life/Health licenses are preferred.

Qualifications

• HS Diploma or GED required.
• Bachelor’s degree or equivalent experience preferred.
• 2+ years financial/banking experience.
• SIE exam completed or pursued preferred.
• Active NMLS registration required upon hire.
• Life & Health license preferred.

Responsibilities

• Grow, deepen, and retain a mass affluent book of clients with an advice-based approach.
• Explain banking solutions and coordinate with internal partners across wealth and lending.
• Acquire, retain and deepen relationships via referrals, leads, and outreach.
• Proactively engage clients by phone, email, and appointments for needs-based conversations.
• Deliver excellent client service and escalate issues per policies.
• Adhere to Retail/Wealth policies and regulatory requirements.

Skills

Consultative sales experience

NMLS registration

Education

HS Diploma or GED

Bachelor’s degree or equivalent

SIE exam preferred

Life & Health license preferred

Job description

TD Bank US is seeking a Premier Banker in Philadelphia, PA to manage a mass affluent client portfolio with an advisory, high-service approach. You will grow relationships, connect clients to specialists, and ensure all financial needs are met through TD’s concise model of convenience, sales, and advice.

The ideal candidate has 2+ years of banking experience, HS Diploma, and active NMLS registration; SIE, Life/Health licenses are preferred.