Premier Banker- Copley Sq

TD Ameritrade

Boston, Massachusetts, United States of America
Base: $27.75 - $41.50 usd; bonus/equity: eligible ...
Mass affluent client relationship management
Consultative sales and needs-based conversations
Proactive client outreach and retention strategies
The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, delivering personalized banking solutions

Job Summary

  • The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, delivering personalized banking solutions.
  • This role requires proactive outreach to grow, deepen, and retain client relationships while connecting them to internal specialists for comprehensive financial needs.
  • TD offers a competitive compensation package including base salary, variable incentives, and extensive benefits focused on colleague well-being and career development.

Matching Summary

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, delivering personalized banking solutions.

Salary

Base: $27.75 - $41.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Mass affluent client relationship management
  • Consultative sales and needs-based conversations
  • Proactive client outreach and retention strategies
  • Knowledge of banking and credit products
  • Regulatory compliance with FINRA and AML

Nice-to-have

  • Strong collaboration with wealth and commercial partners
  • Experience mentoring newer colleagues
  • Ability to articulate program value effectively
  • High energy and self-starter attitude
  • Commitment to inclusive culture and diversity

Key Requirements

  • 2+ years financial or banking experience
  • Active NMLS registration status required
  • Successful completion of Securities Industry Essentials Exam (SIE)
  • Life & Health license preferred
  • Bachelor's degree or equivalent experience preferred

Work Rights

Must be eligible for employment with a covered financial institution under Regulation Z standards

Tailored Resume

Cover Letter