Senior Personal Banker - Investing
TD Bank Group
About this role
The Senior Personal Banker – Investing is the branch expert who provides personalized investment advice to help clients grow and protect their wealth. They develop long-term client relationships, stay current on market trends and TD programs, and guide clients toward clear financial plans and suitable investment solutions. The role focuses on driving deposit and investment growth while ensuring regulatory compliance and exceptional client service.
Skills
Qualifications
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
Recent company news
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3 weeks ago
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About TD Bank Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TD Bank Group.
Salary
$44k – $62k
per year