Mass Affluent Premier Banker: Relationship Builder

TD Bank; Town of Florida (NY); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Career development opportunities

Health and well-being benefits

Competitive base salary and variable compensation

Job summary

TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations.

This role demands proactive client engagement and in-depth financial product knowledge to address complex banking needs effectively. The work environment is on-site, aligning with TD's commitment to exemplary customer service and compliance standards.

Qualifications

• 2+ years of financial/banking experience required.
• Experience with mass affluent and high net worth clients preferred.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.

Responsibilities

• Manage a complex client portfolio proactively.
• Engage in needs-based conversations with clients.
• Ensure compliance with banking regulations.

Skills

Client relationship management

Consultative sales

Financial product knowledge

Communication skills

Education

High School Diploma or GED

Bachelor's degree or equivalent experience

Job description

TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations.

This role demands proactive client engagement and in-depth financial product knowledge to address complex banking needs effectively. The work environment is on-site, aligning with TD's commitment to exemplary customer service and compliance standards.