Mass Affluent Premier Banker | Relationship Leader

TD Bank; Myrtle Beach (SC); On-site; USD 26,000 - 39,000; Full time

Job summary

TD Bank is seeking a Premier Banker in Myrtle Beach, South Carolina, to manage and grow a portfolio of mass affluent clients. The role focuses on proactive outreach, delivering personalized banking services, and connecting clients to specialists for comprehensive financial solutions.

Qualified candidates will have at least 2 years of banking experience and a relevant educational background. This position emphasizes client relationship management and consultative sales skills.

Qualifications

• 2+ years financial/banking experience required.
• Successful completion of Securities Industry Essentials Exam preferred.
• Experience interacting with mass affluent clients.

Responsibilities

• Manage a complex client portfolio of mass affluent clients.
• Engage in proactive outreach to grow client relationships.
• Deliver personalized service to meet financial needs.

Skills

Consultative sales experience

Client relationship management

Financial advisory skills

Education

HS Diploma or GED

Bachelor's/University degree or equivalent experience

Tools

NMLS system

Job description

TD Bank is seeking a Premier Banker in Myrtle Beach, South Carolina, to manage and grow a portfolio of mass affluent clients. The role focuses on proactive outreach, delivering personalized banking services, and connecting clients to specialists for comprehensive financial solutions.

Qualified candidates will have at least 2 years of banking experience and a relevant educational background. This position emphasizes client relationship management and consultative sales skills.