Mass Affluent Premier Banker: Wealth Advisory & Relationships

TD Bank, N.A.; Nanuet (NY); On-site; USD 38,000 - 57,000; Full time

Job summary

TD Bank, N.A. in Nanuet, NY seeks a Premier Banker to manage a mass affluent client portfolio, expanding relationships through proactive outreach and referrals, while coordinating with specialists across Wealth, Commercial and Lending teams.

The role emphasizes personalized service, education on banking solutions, and maintaining regulatory and CIP standards to deliver TD's value to clients.

Qualifications

• HS Diploma or GED required.
• Bachelor's degree preferred.
• 2+ years financial/banking experience.
• SIE exam completed or preferred; Life & Health license preferred.

Responsibilities

• Grow, deepen and retain a mass affluent client book.
• Proactively engage clients via phone, email and in-person meetings.
• Explain banking solutions and coordinate with partners across Wealth, Commercial and Lending.
• Provide exemplary client service and escalate risks when appropriate.

Skills

Relationship management

Sales experience

Financial advisory

Education

HS Diploma or GED

Bachelor's degree preferred

Job description

TD Bank, N.A. in Nanuet, NY seeks a Premier Banker to manage a mass affluent client portfolio, expanding relationships through proactive outreach and referrals, while coordinating with specialists across Wealth, Commercial and Lending teams.

The role emphasizes personalized service, education on banking solutions, and maintaining regulatory and CIP standards to deliver TD's value to clients.