Mass Affluent Premier Banker — Relationship & Advisory

TD Bank Group; Haddonfield (NJ); Hybrid; USD 54,000 - 80,000; Full time

Job summary

TD Bank seeks a Premier Banker in Haddonfield, NJ to serve a mass affluent client portfolio, delivering a high level of personal service and comprehensive banking solutions. The role emphasizes proactive outreach, relationship depth, and collaboration with Wealth, Small Business, and Lending partners to fulfill client needs.

The ideal candidate has 2+ years in financial services, active NMLS status, and a consultative sales mindset.

Qualifications

• HS Diploma or GED required.
• Bachelor's degree or equivalent experience preferred.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.

Responsibilities

• Manage a mass affluent client portfolio and deliver premier banking services.
• Proactively outreach to clients via phone, email, and meetings to understand needs.
• Coordinate with Wealth Advisor and internal partners for referrals and solutions.
• Provide end-to-end client service and guidance on loan products while ensuring regulatory compliance.

Skills

Consultative selling

Relationship building

Customer service

Communication skills

Proactive outreach

Education

HS Diploma or GED

Bachelor's degree preferred

SIE exam preferred

Tools

NMLS registration

CRM software

Regulatory systems

Job description

TD Bank seeks a Premier Banker in Haddonfield, NJ to serve a mass affluent client portfolio, delivering a high level of personal service and comprehensive banking solutions. The role emphasizes proactive outreach, relationship depth, and collaboration with Wealth, Small Business, and Lending partners to fulfill client needs.

The ideal candidate has 2+ years in financial services, active NMLS status, and a consultative sales mindset.