Mass Affluent Premier Banker - Relationship Expert

TD; New York (NY); On-site; USD 38,000 - 57,000; Full time

Job summary

TD in Forest Hills, New York is seeking a Premier Banker to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. You will proactively grow, deepen, and retain relationships while connecting clients to specialists for comprehensive financial needs.

Responsibilities include outreach via calls, emails, appointments, and referrals; offering banking and credit solutions; and coordinating with partners to provide a connected, legenday service for a valued

Qualifications

• Experience servicing mass affluent clients in banking or wealth management.
• Proven ability to grow and retain client relationships.
• Strong knowledge of banking and credit products and processes.
• Active engagement via calls, meetings, and referrals.

Responsibilities

• Manage a mass affluent book of business with proactive outreach.
• Explain banking solutions and liaise with internal partners.
• Acquire and deepen relationships through referrals and prospecting.
• Deliver excellent client service and escalate issues when needed.
• Maintain regulatory and policy compliance.

Skills

Relationship management

Sales & advisory skills

Financial product knowledge

Prospecting & outreach

Communication skills

Job description

TD in Forest Hills, New York is seeking a Premier Banker to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. You will proactively grow, deepen, and retain relationships while connecting clients to specialists for comprehensive financial needs.

Responsibilities include outreach via calls, emails, appointments, and referrals; offering banking and credit solutions; and coordinating with partners to provide a connected, legenday service for a valued