Premier Banker – Mass Affluent Client Relationships

TD Bank; West Babylon (NY); On-site; USD 38,228 - 57,170; Full time

Benefits offered by this job

Training and onboarding sessions

Career development opportunities

Competitive benefits plan

Job summary

TD Bank is looking for a Premier Banker in West Babylon, New York. This role involves managing a complex portfolio of mass affluent clients, delivering personalized service and building strong client relationships through proactive outreach.

Ideal candidates will have a minimum of 2 years in financial services, excellent communication skills, and experience in consultative sales. The position offers a salary range of $27.75 - $41.50 per hour, with full-time hours.

Qualifications

• 2+ years financial/banking experience required.
• Successful completion of the Securities Industry Essentials Exam (SIE) preferred.
• Must maintain an active registration status with NMLS upon hire.

Responsibilities

• Manage mass affluent client relationships proactively.
• Engage in client outreach through calls and meetings.
• Deliver exceptional service and resolve complex client issues.

Skills

Client relationship management

Proactive outreach

Consultative sales

Banking products knowledge

Education

HS Diploma or GED

Bachelor's degree or equivalent experience

Job description

TD Bank is looking for a Premier Banker in West Babylon, New York. This role involves managing a complex portfolio of mass affluent clients, delivering personalized service and building strong client relationships through proactive outreach.

Ideal candidates will have a minimum of 2 years in financial services, excellent communication skills, and experience in consultative sales. The position offers a salary range of $27.75 - $41.50 per hour, with full-time hours.