Mass Affluent Premier Banker & Trusted Advisor

TD Bank; Newburyport (MA); Ibrido; USD 36.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

Total Rewards Package

Training & onboarding

Career development

Descrizione del lavoro

TD Bank in Newburyport, MA seeks a Premier Banker to manage a mass affluent client book, delivering personalized banking solutions and coordinating with partners to deepen relationships. You will educate clients, perform needs-based conversations, and drive referrals while upholding regulatory and TD policies.

The role emphasizes proactive outreach, exceptional service, and collaboration with Wealth and Lending teams, requiring 2+ years in banking and active NMLS registration upon hire.

Competenze

• HS Diploma or GED (required).
• 2+ years financial / banking experience.
• Successful completion of the SIE exam (strongly preferred).
• Life & Health license preferred.
• Active NMLS registration upon hire is required.
• Consultative sales experience is required.

Mansioni

• Delivers the TD Premier program to eligible clients and acts as educator and advisor.
• Manage a mass affluent client book with proactive outreach and relationship growth.
• Coordinate with Wealth, Commercial, Small Business, Lending partners for solutions.
• Provide ongoing coaching to bank staff on Premier referrals and program value.
• Ensure compliance with applicable banking regulations and internal policies.

Conoscenze

Consultative sales

Relationship building

Customer service

Attention to detail

Self-starter

Formazione

HS Diploma or GED

Bachelor's degree or equivalent experience preferred

Descrizione del lavoro

TD Bank in Newburyport, MA seeks a Premier Banker to manage a mass affluent client book, delivering personalized banking solutions and coordinating with partners to deepen relationships. You will educate clients, perform needs-based conversations, and drive referrals while upholding regulatory and TD policies.

The role emphasizes proactive outreach, exceptional service, and collaboration with Wealth and Lending teams, requiring 2+ years in banking and active NMLS registration upon hire.