Premier Banker: Mass Affluent Advisor

TD Bank; Berlin (CT); On-site; USD 52,000 - 78,000; Full time

Job summary

TD Bank Berlin CT Premier Banker location in Berlin, CT is seeking an experienced banker to serve as the primary contact for a mass affluent client portfolio. The role focuses on growing relationships, delivering TD's model of convenience, and partnering with specialists to meet client financial needs.

The Premier Banker works in-branch, engages in proactive outreach, and maintains active NMLS registration.

Qualifications

• The HS Diploma or GED is required.
• Bachelor's degree or equivalent experience preferred.
• 2+ years financial/banking experience.
• SIE exam is strongly preferred.
• Life & Health license preferred.
• Active NMLS registration upon hire.
• Consultative sales experience required.

Responsibilities

• Delivers the TD Premier program to eligible Clients.
• Proactively engages in client outreach and needs-based conversations.
• Demonstrates knowledge of banking and credit products and coordinates with partners.
• Manages a mass affluent book of business and deepens client relationships.
• Partners with Wealth Financial Advisor for referrals and joint pipeline.

Skills

Customer service

Sales

Relationship building

Education

HS Diploma or GED

Bachelor's / University degree or equivalent experience

Job description

TD Bank Berlin CT Premier Banker location in Berlin, CT is seeking an experienced banker to serve as the primary contact for a mass affluent client portfolio. The role focuses on growing relationships, delivering TD's model of convenience, and partnering with specialists to meet client financial needs.

The Premier Banker works in-branch, engages in proactive outreach, and maintains active NMLS registration.