TD Bank
Premier Banker- Falmouth- Worchester Court
Falmouth, Massachusetts · On-site · Full-time · Posted Sep 25, 2026
- Experience
- 2+ years financial / banking experience.
- Education
- HS Diploma or GED required; Bachelor's / University degree or equivalent experience preferred.
About the job
Manages and grows a portfolio of mass-affluent clients by providing banking advice, building relationships, and connecting clients with relevant financial specialists.
What you'll do
- Proactively engage clients, assess their financial needs, recommend banking solutions, and coordinate referrals to internal partners.
- Acquire, retain, and deepen client relationships through referrals, prospecting, service, and ongoing outreach.
- Discuss loan products, support application intake and closings, and follow applicable banking, compliance, and NMLS requirements.
What they ask for
- High school diploma or GED.
- 2+ years financial / banking experience.
- Consultative sales experience.
- Must maintain active NMLS registration upon hire.
Nice to have
- Bachelor's / University degree or equivalent experience; Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
- Life & Health license preferred; experience with retail and small business banking and Mass Affluent or high net worth clients.
Pay
$25.75 - $41.50 USD (base salary)
Tools
NMLS (Nationwide Mortgage Licensing System and Registry), Securities Industry Essentials Exam (SIE)
Model-written summary · the original posting is authoritative