Mass Affluent Premier Banker: Relationship & Advisory

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

Job summary

TD Bank, N.A. in Metuchen, New Jersey seeks a Premier Banker to serve mass affluent clients as the primary contact, delivering TD’s model of convenience, sales and advice.

You will manage a complex client book, deepen relationships, and connect clients to specialists to meet financial needs. The role requires a strong consultative sales approach, active NMLS and SIE credentials, and prior retail or small-business banking experience.

Qualifications

• HS Diploma or GED required; Bachelor's preferred.
• 2+ years financial/banking experience.
• SIE exam strongly preferred.
• Life & Health license preferred.
• Active NMLS registration status upon hire.

Responsibilities

• Serve as primary contact for mass affluent clients, growing and retaining relationships.
• Perform needs-based conversations and coordinate with internal partners.
• Educate clients on banking solutions and promotions.
• Ensure compliance with TD policies and regulatory requirements.
• Engage in proactive outreach via phone, email, and appointments.

Skills

Consultative sales experience

Retail & small business banking

Mass affluent client service

NMLS familiarity

SIE exam familiarity

Education

HS Diploma or GED

Bachelor's / University degree or equivalent experience

Securities Industry Essentials Exam (SIE) preferred

Life & Health license preferred

Job description

TD Bank, N.A. in Metuchen, New Jersey seeks a Premier Banker to serve mass affluent clients as the primary contact, delivering TD’s model of convenience, sales and advice.

You will manage a complex client book, deepen relationships, and connect clients to specialists to meet financial needs. The role requires a strong consultative sales approach, active NMLS and SIE credentials, and prior retail or small-business banking experience.