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Premier Banker- Berlin CT at TD Bank - ApplyBlast

Premier Banker- Berlin CT

TD Bank

4 months ago

Onsite

Full Time

Executive

0 applicants

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About this role

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, managing complete banking relationships through proactive outreach and advice-based solutions. This role focuses on growing, deepening, and retaining client relationships by delivering TD's model of convenience, sales, and personalized service. The professional acts as an experienced liaison with internal partners and ensures all financial needs are met while adhering to strict regulatory requirements.

Responsibilities

Grow, deepen, and retain strong relationships with mass affluent clients
Conduct needs-based conversations and analyze financial information
Manage loan applications and facilitate application intake processes
Act as a liaison with internal wealth and commercial banking partners
Ensure compliance with FINRA, NMLS, and regulatory banking requirements

Skills

Qualifications

High School Diploma or GEDSecurities Industry Essentials (SIE) ExamNMLS RegistrationLife & Health licenseBachelor's in University degree or equivalent experience

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).