Mass Affluent Premier Banker & Relationship Specialist

TD Bank, N.A.; Southington (CT); On-site; USD 34,000 - 52,000; Full time

Job summary

TD Bank, N.A. is seeking a Premier Banker to serve a mass affluent client portfolio with an advisory, relationship-building approach. You will be the primary contact for complex clients, delivering TD’s model of convenience, sales, and advice to deepen relationships and ensure an exceptional client experience.

You will engage proactively through calls and meetings, coordinate with internal partners, and comply with FINRA/Regulatory requirements while maintaining an active NMLS registration.

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 active NMLS registration upon hire.

Responsibilities

• Grow and deepen a mass affluent client book with an advisory approach.
• Proactively engage clients via outbound calls, meetings, and outreach.
• Connect clients with specialists to fulfill financial needs and cross-sell TD solutions.
• Adhere to regulatory and TD policies while delivering legendary service.

Skills

Consultative sales

Relationship building

Client service

Education

HS Diploma or GED

Bachelor's degree or equivalent

Job description

TD Bank, N.A. is seeking a Premier Banker to serve a mass affluent client portfolio with an advisory, relationship-building approach. You will be the primary contact for complex clients, delivering TD’s model of convenience, sales, and advice to deepen relationships and ensure an exceptional client experience.

You will engage proactively through calls and meetings, coordinate with internal partners, and comply with FINRA/Regulatory requirements while maintaining an active NMLS registration.