Premier Banker- Metuchen

Job Overview

Premier Banker - responsible for servicing a complex portfolio of mass affluent clients, managing their complete banking relationship and connecting them to specialists to ensure all financial needs are met.

• Serve as the primary contact for a complex client portfolio of mass affluent clients.
• Proactively manage the complete banking relationship, connecting clients to specialists to fulfill their financial needs.
• Grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, creating a personalized, connected experience.
• Demonstrate proficiency and in‑depth knowledge of banking and credit products, explaining solutions fluently and acting as liaison with internal partners in small business, wealth, commercial, and lending.
• Acquire, retain, and deepen relationships by converting referrals, leads, and outbound prospecting.
• Engage in client outreach via phone, email, appointments, and other means; conduct needs‑based conversations, review financial information, suggest appropriate solutions, and coordinate introductions with partners.
• Deliver excellent client service, review moderately complex concerns, and appropriately escalates banking related issues or risks.
• Adhere to all relevant retail/wealth policies, procedures, FINRA, and regulatory banking requirements.
• Engage customers in loan product conversations, facilitate application intake, and maintain an active NMLS registration.
• Establish and maintain strong working relationships with internal partners, identifying opportunities for relationship deepening in wealth, commercial, small business, lending, etc.
• Provide coaching and feedback to bank staff on effective ways to articulate program value and make Premier referrals for mass affluent clients.
• Implement TD’s Client Identification Program (CIP) by collecting and verifying required customer identification, performing due diligence and enhanced due diligence requirements.

• High school diploma or GED (required).
• Bachelor’s or equivalent university degree (preferred).
• Minimum 2 years of financial/banking experience.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.
• Experience interacting with mass affluent and high net‑worth clients.
• Consultative sales experience required.
• Understanding of retail and small business banking.
• Active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) upon hire.
• Ability to comply with regulatory, policy, and compliance requirements.
• Strong communication, relationship building and problem‑solving skills.
• Background check clearance (criminal and credit).

Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement plans, paid time off, banking benefits and discounts, and career development opportunities.

TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected under applicable law. Applicants with a disability who need accommodations to complete the application process may contact the U.S. Workplace Accommodations Program at