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Affluent Banker Jobs (NOW HIRING)

TD Bank

Premier Banker- Norwood

Foxboro, MA · On-site

$58 - $84/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank

Premier Banker- Farmingville

Farmingville, NY · On-site

$50 - $80/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank Group

Premier Banker- Media

Media, PA · On-site

$25.75 - $38.50/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank Group

Premier Banker- Georgetown

New York, NY · On-site

$27.75 - $41.50/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank

Premier Banker- Hackensack

Hackensack, NJ · On-site

$84.44/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank

Premier Banker- Cranston RI

Cranston, RI · On-site

$53.56 - $80.08/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank

Premier Banker- Berlin CT

Berlin, CT · On-site

$52 - $78/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank Group

Premier Banker- Mt Pleasant

Mount Pleasant, SC · On-site

$25.75 - $38.50/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

TD Bank Group

$58 - $86/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

New

Td

Premier Banker- Franklin Lakes

Franklin Lakes, NJ · On-site

$27.75 - $41.50/hr

Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role ...

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Affluent Banker information

See salary details

$31K

$64.1K

$114.5K

How much do affluent banker jobs pay per year?

As of Sep 7, 2026, the average yearly pay for affluent banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What is an affluent banker?

Affluent Bankers are specialized financial professionals who provide banking and financial services to high-net-worth individuals and families. Their role involves managing clients’ investment portfolios, offering tailored financial solutions, and helping clients achieve their financial goals. Affluent Bankers often work in private banking or wealth management divisions of banks, and they focus on building strong, long-term relationships with their clients. Their services typically include investment advice, estate planning, lending, and other personalized financial products.

How does an affluent banker typically collaborate with other departments to meet client needs?

Affluent Bankers frequently work alongside specialists from departments such as investment management, lending, and trust services to deliver comprehensive solutions for high-net-worth clients. This collaboration ensures that clients receive tailored advice spanning various financial products and services. Regular meetings and cross-departmental case reviews are common, allowing Affluent Bankers to coordinate strategies and offer seamless client experiences. Effective communication and teamwork are essential to address complex financial needs and maintain long-term client relationships.

What are the key skills and qualifications needed to thrive as an affluent banker, and why are they important?

To thrive as an Affluent Banker, you need a strong background in finance, investment products, and relationship management, typically supported by a bachelor’s degree in finance or a related field and relevant licenses such as Series 7 and 66. Proficiency with CRM platforms, financial planning software, and banking systems is often required. Exceptional interpersonal skills, discretion, and proactive communication set top performers apart in building trust with high-net-worth clients. These abilities are vital for delivering tailored financial solutions, retaining valuable clients, and driving business growth.

What is the difference between Affluent Banker vs Private Banker?

AspectAffluent BankerPrivate Banker
CredentialsTypically requires a bachelor's degree, financial certifications (e.g., Series 7, 66), and client relationship skillsSimilar credentials, often with additional certifications like CFP or CFA
Work EnvironmentBank branches, financial institutions, client officesHigh-net-worth client offices, private banks, exclusive financial settings
Employer & IndustryRetail banks, commercial banks, financial services firmsPrivate banks, wealth management firms, exclusive financial institutions

Affluent Bankers and Private Bankers share similar qualifications and work environments, focusing on high-net-worth clients. However, Private Bankers typically serve ultra-high-net-worth individuals in more exclusive settings, often requiring specialized certifications and offering personalized wealth management services.

How to become an affluent banker?

To become an affluent banker, one typically needs a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Gaining experience through entry-level banking roles, obtaining relevant certifications such as the Chartered Financial Analyst (CFA), and demonstrating a track record of client management and financial expertise are key steps to advancing in this career.
More about Affluent Banker jobs

What job categories do people searching Affluent Banker jobs look for?

The top searched job categories for Affluent Banker jobs are:

Affluent Banker jobs near you
Infographic showing various Affluent Banker job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,080 per year, or $30.8 per hour.

Affluent Customer Experience, Senior Associate

JPMorgan Chase & Co.

Manhattan, NY • On-site

$85 - $120/hr

Other

Re-posted 4 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

The Affluent Banking team is focused on managing the Affluent business and innovating the Private Client program for an increasingly competitive and dynamic customer segment. This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

As a Client Experience Senior Associate in the Affluent Banking team, you will lead CX processes and execution for the Affluent segment and work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience. This role will support a customer experience framework to identify and solve client high impact pain points, and help improve high friction client journeys. You will work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience.

TheClient Experience Senior Associate will leverage and develop a multitude of skills, including strategic thinking, project management, analytics, and communication. You will gain exposure to multiple stakeholders across lines of business and functional areas.

You will have a relentless focus on the end-to-end customer experience, the ability to synthesize voice of the client data into actionable recommendations, manage projects and process improvements, and possess excellentinterpersonal skills which foster teamwork and collaboration.

Job Responsibilities:
  • Represent the affluent client and banker experience in shared forums as a trusted partner by developing relationships with Product Owners, Operations, and field teams
  • Manage the Banker feedback process, responding to the field in a timely manner and sharing themes across teams. Seek ongoing process improvements.
  • Develop customer experience processes to distill insights from quantitative and qualitative client and employee feedback channels
  • Synthesize client and employee feedback into actionable strategies and tactics. Apply a competitive lens where applicable to develop recommendations.
  • Work across functions and lines of business to support improvements in key client journeys to drive seamless experiences
  • Support day-to-day customer experience management efforts, including preparing business reports, CX highlights, and presentations
Required qualifications, skills, and capabilities:
  • 3+ years of financial services product, process, CX, or project management experience; banking experience.
  • Strong project management, analytic, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment.
  • Strong communication and interpersonal skills; ability to speak comfortably and effectively to large groups, and to cultivate strong relationships
  • Strategic thinker with a relentless focus on the customer experience. Personable, proactive learner and listener
  • Ability to collaborate across a highly matrixed organization and to embrace change in a rapidly changing environment
  • Ability to actively work within a team environment while driving accountability for personal goals. Ability to lead multi-stakeholder projects and workstreams end-to-end
  • Bachelor's degree or equivalent experience
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