Premier Banker, Mass Affluent Banking at TD Bank
Overview
As a Premier Banker at TD Bank, you own the complete banking relationship for a portfolio of mass affluent clients in King of Prussia, PA. You grow, deepen, and retain relationships through proactive outreach, advice-based conversations, and seamless referrals to specialists in wealth, commercial, and lending. You work onsite, collaborating daily with partners and coaching branch staff. This role stands apart for its direct client ownership and the expectation that you hold active NMLS registration and pursue Securities Industry Essentials certification.
What You'll Do8
- 1Own the client portfolio and grow assets by converting referrals and outbound prospecting into new Premier relationships.
- 2Conduct needs-based conversations with clients to uncover financial goals and recommend appropriate solutions.
- 3Coordinate introductions to Wealth Financial Advisors and other partners to deepen relationships.
- 4Facilitate loan applications and closings, ensuring compliance with NMLS and all regulatory requirements.
- 5Deliver legendary service by resolving complex client issues and escalating risks when needed.
- 6Coach branch staff on the Premier value proposition and referral tactics.
- 7Maintain active NMLS registration and pursue SIE certification within the first year.
- 8Track and hit performance metrics for deposits, investments, and client satisfaction.
Requirements7
- 12+ years in financial services or banking with a focus on client relationships.
- 2Active NMLS registration or ability to obtain before hire.
- 3Proven consultative sales experience with mass affluent or high net worth clients.
- 4Strong knowledge of retail and small business banking products.
- 5Securities Industry Essentials exam completion or willingness to pass within 6 months.
- 6HS Diploma or GED required; Bachelor's degree preferred.
- 7Self-starter with high energy and strong organizational skills.
Salary Insight
$52 - $79k per year
Location
Required Skills
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