Premier Banker: Mass Affluent Relationship Lead

TD Bank, N.A.; New York (NY); On-site; USD 58,000 - 86,000; Full time

Job summary

TD Bank, N.A. in Bronx, NY seeks a Premier Banker to service a complex mass affluent client portfolio and deepen relationships through proactive outreach and cross-team collaboration.

The role delivers TD’s model of convenience, sales and advice with legendary service, while maintaining regulatory compliance and strong product knowledge. Requires active NMLS registration and consultative sales experience.

Qualifications

• HS Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• SIE exam strongly preferred
• Life & Health license preferred
• Must maintain an active registration status with NMLS upon hire
• Consultative sales experience required

Responsibilities

• Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting
• Proactively engages in client outreach via phone, email, appointments, and other means
• Delivers excellent client service, reviews moderately complex client concerns, and escalates banking related issues/risks when appropriate
• Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements

Skills

Banking knowledge

Client relationship

Prospecting

Regulatory compliance

Education

HS Diploma or GED

Bachelor's degree preferred

Tools

CRM software

NMLS system

Job description

TD Bank, N.A. in Bronx, NY seeks a Premier Banker to service a complex mass affluent client portfolio and deepen relationships through proactive outreach and cross-team collaboration.

The role delivers TD’s model of convenience, sales and advice with legendary service, while maintaining regulatory compliance and strong product knowledge. Requires active NMLS registration and consultative sales experience.