Premier Banker- Falmouth- Worchester Court
Listed on 2026-06-23
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Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service
Work Location
Falmouth, Massachusetts, United States of America
Hours40 hours per week
Pay Details$25.75 - $41.50 USD per hour
Job DescriptionThe Premier Banker is a frontline client relationship manager serving a portfolio of mass affluent clients. The role involves proactive outreach, needs‑based conversation, and collaboration with internal partners to deliver banking solutions and maintain compliance.
Responsibilities- Attract, retain, and deepen relationships with new mass affluent clients through referrals, leads, and outbound prospecting.
- Provide consultative sales, including loan product conversations, application intake, and facilitate close‑outs.
- Use an advice‑based approach to review financial information, suggest appropriate solutions, and coordinate introductions to partners.
- Ensure excellent client service, review moderate‑complex concerns, and escalated issues when appropriate.
- Adhere to all relevant policies, procedures, and regulatory requirements.
- Maintain an active NMLS registration and comply with NMLS and SAFE Act regulations.
- Implement TD’s client identification and due‑diligence procedures per AML requirements.
- Collaborate with wealth advisors, commercial, small‑business, and lending partners to deepen client relationships.
- Co‑coach bank staff in presenting program value and generating Premier referrals.
- Maintain accurate documentation and support performance metrics.
- High School Diploma or GED required.
- Bachelor’s degree or equivalent experience preferred.
- Minimum 2+ years of financial or banking experience.
- Consultative sales experience required.
- Knowledge of retail and small‑business banking and experience with mass affluent or high‑net‑worth clients.
- Completion of Securities Industry Essentials Exam preferred;
Life & Health license preferred. - Active NMLS registration upon hire.
- Domestic travel occasional; international travel none.
- Perform sedentary work continuously.
- Occasional walking, standing, and lifting up to 25 lbs.
- Continuous reading, writing, and computer work.
- Position defined as loan originator under Regulation Z and SAFE Act; eligibility for NMLS registration required.
- Must pass background and credit check; certification regarding any criminal findings is required.
Competitive total rewards package that includes base salary, variable compensation, health and wellness benefits, retirement plans, paid time off, banking benefits, and opportunities for career development.
Equal Opportunity EmployerTD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected under applicable law. Applicants with a disability who need accommodations to complete the application process may email with their name, contact information, and accommodation needed.
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