Mass Affluent Premier Banker | Relationship & Advisory

TD; New York (NY); On-site; USD 37,000 - 56,000; Full time

Job summary

TD in New York seeks a Premier Banker to service a mass affluent client portfolio as the primary contact, delivering TD’s model of convenience, sales and advice. The role focuses on growing, deepening, and retaining client relationships with proactive outreach and collaboration with internal specialists.

The position requires active NMLS registration upon hire, a strong consultative sales background, and knowledge of retail/wealth banking policies. Nanuet location and 40-hour work week are noted.

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 an active registration status with NMLS upon hire.
• Consultative sales experience required.

Responsibilities

• Grow, deepen, and retain a mass affluent book of business through proactive outreach and needs-based conversations.
• Explain banking solutions and coordinate with internal partners across Wealth, Commercial, Small Business, Lending.
• Acquire and deepen relationships via referrals, leads, and outbound prospecting.
• Deliver exceptional client service, review complex client concerns, and escalate when appropriate.
• Collaborate with Wealth, Commercial, Small Business, Lending teams and partners for integrated solutions.
• Maintain compliance with FINRA, CIP and AML regulations and policies.

Education

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 an active NMLS registration upon hire

Consultative sales experience required

Job description

TD in New York seeks a Premier Banker to service a mass affluent client portfolio as the primary contact, delivering TD’s model of convenience, sales and advice. The role focuses on growing, deepening, and retaining client relationships with proactive outreach and collaboration with internal specialists.

The position requires active NMLS registration upon hire, a strong consultative sales background, and knowledge of retail/wealth banking policies. Nanuet location and 40-hour work week are noted.