Mass Affluent Premier Banker & Relationship Advisor

TD; Southington (CT); On-site; USD 35,000 - 53,000; Full time

Job summary

TD is seeking a Premier Banker to manage a mass affluent client portfolio, delivering TD’s model of convenience, sales, and advice. You will personally contact clients, understand their financial needs, educate them on banking products, and coordinate with partners to meet their goals.

Ideal candidates have 2+ years in banking, strong consultative sales skills, and an active NMLS registration. This role requires comprehensive relationship building and adherence to regulatory standards.

Qualifications

• HS Diploma or GED required.
• Bachelor’s / University degree or equivalent experience preferred.
• 2+ years financial / banking experience.
• SIE exam strongly preferred.
• Life & Health license preferred.
• Must maintain active NMLS registration upon hire.

Responsibilities

• Develops and grows a mass affluent client book by proactively addressing banking needs with an advice-based approach.
• Explains banking solutions to clients and partners with internal teams.
• Engages in needs-based conversations and coordinates introductions with Wealth, Commercial, Small Business, Lending teams.

Skills

Consultative sales

Client service

Banking products knowledge

Active NMLS registration

SIE exam preferred

Life & Health license preferred

Relationship building

Education

HS Diploma or GED

Bachelor’s degree preferred

Tools

NMLS system

Job description

TD is seeking a Premier Banker to manage a mass affluent client portfolio, delivering TD’s model of convenience, sales, and advice. You will personally contact clients, understand their financial needs, educate them on banking products, and coordinate with partners to meet their goals.

Ideal candidates have 2+ years in banking, strong consultative sales skills, and an active NMLS registration. This role requires comprehensive relationship building and adherence to regulatory standards.