Premier Banker & Relationship Advisor

TD; Boynton Beach (FL); On-site; USD 35,000 - 53,000; Full time

Job summary

TD in Boynton Beach, FL seeks a Premier Banker to service a mass affluent client portfolio as the primary contact. The role emphasizes proactive outreach, educating clients on banking solutions, and coordinating with Wealth, Small Business, and Lending partners to meet financial needs.

You will grow and deepen client relationships, deliver exceptional service, and maintain an active NMLS registration where required. The position supports TD's model of convenience, sales, and advice.

Qualifications

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

Responsibilities

• Delivers the TD Premier program to eligible Clients.
• Knowledgeable in products and services to educate and advise clients.
• Establishes and nurtures client relationships through proactive outreach and needs-based conversations.
• Coordinates with internal partners to deepen relationships across Wealth, Commercial, Small Business, Lending, etc.
• Adheres to TD policies, FINRA and regulatory requirements.

Skills

Consultative sales

Education

HS Diploma or GED

Bachelor's / University degree

SIE Exam

Life & Health license

Active NMLS registration

Job description

TD in Boynton Beach, FL seeks a Premier Banker to service a mass affluent client portfolio as the primary contact. The role emphasizes proactive outreach, educating clients on banking solutions, and coordinating with Wealth, Small Business, and Lending partners to meet financial needs.

You will grow and deepen client relationships, deliver exceptional service, and maintain an active NMLS registration where required. The position supports TD's model of convenience, sales, and advice.