Mass Affluent Premier Banker — Trusted Advisor

TD Bank; Boynton Beach (FL); On-site; USD 34,440 - 52,348; Full time

Job summary

TD Bank is seeking a Premier Banker in Boynton Beach to manage a mass affluent client portfolio with an advice-based approach. You will solicit referrals, conduct needs-based conversations, and coordinate with Wealth and Lending partners to meet client financial goals.

The role emphasizes proactive client outreach, strong product knowledge, and adherence to regulatory requirements, while delivering high‑quality service within a dynamic team environment.

Qualifications

• HS Diploma or GED required.
• 2+ years financial/banking experience.
• SIE exam preferred.
• Life & Health license preferred.
• Must maintain active NMLS registration upon hire.
• Consultative sales experience required.

Responsibilities

• Serves as primary contact for a mass affluent client portfolio.
• Outreach via phone, email, and in-person meetings to understand client needs.
• Educates clients on banking products and connects them with specialists as needed.
• Builds and deepens client relationships to grow the book of business.
• Ensures compliance with TD Bank policies and regulatory requirements.

Skills

Consultative sales

Relationship management

Banking product knowledge

Regulatory compliance

Education

HS Diploma or GED

Bachelor's degree preferred

Job description

TD Bank is seeking a Premier Banker in Boynton Beach to manage a mass affluent client portfolio with an advice-based approach. You will solicit referrals, conduct needs-based conversations, and coordinate with Wealth and Lending partners to meet client financial goals.

The role emphasizes proactive client outreach, strong product knowledge, and adherence to regulatory requirements, while delivering high‑quality service within a dynamic team environment.