Premier Banker- West Peabody

Job Overview

TD Premier Banker – responsible for managing a portfolio of mass‑affluent clients, delivering a complete banking relationship, and driving growth, retention, and service excellence across retail, commercial, wealth, and lending solutions.

• Proactively outreach and manage a book of mass‑affluent clients, driving growth and deepening relationships.
• Explain banking solutions and act as a liaison with internal partners in small business, wealth, commercial, and lending.
• Acquire, retain, and deepen relationships via referrals, leads, and outbound prospecting.
• Conduct needs‑based conversations, review financial information, suggest appropriate products or services, and coordinate introductions to internal partners.
• Deliver excellent client service, review moderately complex concerns, and raise any banking related issues or risks when necessary.
• Adhere to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements.
• Engage clients about loan products; facilitate application intake and assist with loan closings.
• Maintain an active NMLS registration and implement TD’s Client Identification Program (CIP) along with due‑diligence and enhanced due‑diligence duties.
• Establish and maintain working relationships with partners in Wealth, Commercial, Small Business, Lending, and related specialties, supporting joint pipeline reviews and referral processes.
• Provide coaching and feedback to bank staff on effective client service and program promotion.
• Ensure compliance with TD Bank & TD Wealth policies and all regulatory requirements.

• High school diploma or GED required; bachelor’s degree or equivalent experience preferred.
• Minimum 2+ years of financial or banking experience.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.
• Experience with retail and small business banking and interaction with mass‑affluent and high net worth clients.
• Consultative sales experience required.
• Ability to maintain an active NMLS registration upon hire.

• Role classified as a Loan Originator under Regulation Z and the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) requirements.
• Eligibility for employment with a covered financial institution as required by Regulation Z.
• Must pass a criminal background and credit report check; provide required certifications.

Accommodation: TD 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 federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at  with your full name, best contact method, and the requested accommodation.