Premier Banker- Newburyport- State Street
$53,560–$80,080 year
On-site · Newburyport, Massachusetts, United States
Job Summary
Premier Banker role in Newburyport, MA focusing on managing a mass affluent client portfolio with advisory-based service. Responsibilities include proactive client outreach via phone, email, and appointments; conducting needs-based conversations; assessing financial needs and coordinating with Wealth/Commercial/Lending specialists; delivering end-to-end advisory service and educating clients on banking solutions; maintaining regulatory compliance (CIP/AML/KYC) and collaborating with internal partners to deepen relationships and referrals. Requires in-depth knowledge of banking and credit products, ongoing client relationship management, and the ability to navigate both routine and complex client inquiries. The position emphasizes building trust through educational content, proactive recommendations, and a high standard of client service, with an active NMLS registration requirement after hire and adherence to TD Bank policies.
Required Qualifications
- HS Diploma or GED (required)
- Bachelor's / University degree or equivalent experience preferred
- Active registration status with NMLS (required upon hire)
- Experience in banking/financial services
- Understanding of retail and small business banking
- Knowledge of loan products and customer advisory processes
- FINRA regulatory awareness or compliance familiarity
- SIE exam preferred
- Life & Health license preferred
- Regulatory and AML/CIP compliance knowledge
- Background checks as required by law
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