Mass Affluent Premier Banker - Relationship & Advisory

TD Bank, N.A.; Springfield (VA); On-site; USD 39,000 - 56,000; Full time

Job summary

TD Bank, N.A. in Springfield, VA seeks an experienced Premier Banker to manage a complex mass affluent client portfolio. You will be the primary contact, proactively outreach, and connect clients to specialists to meet financial needs.

Maintain active NMLS registration, demonstrate consultative sales, and deliver TD's model of convenience, sales, and advice with legendary service to a valued client base.

Qualifications

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

Responsibilities

• Delivers the TD Premier program to eligible clients.
• Act as educator and advisor with knowledge of products and services.
• Engages in proactive outreach and needs-based conversations.
• Builds and deepens client relationships with mass affluent clients.
• Coordinate with partners to provide comprehensive financial solutions.

Skills

Consultative sales

Relationship management

Client service

Education

HS Diploma or GED

Bachelor's degree preferred

SIE exam preferred

NMLS registration required upon hire

Life & Health license preferred

Job description

TD Bank, N.A. in Springfield, VA seeks an experienced Premier Banker to manage a complex mass affluent client portfolio. You will be the primary contact, proactively outreach, and connect clients to specialists to meet financial needs.

Maintain active NMLS registration, demonstrate consultative sales, and deliver TD's model of convenience, sales, and advice with legendary service to a valued client base.