Part-Time Client-Driven Banking Advisor

TD; Vienna (VA); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Vienna, VA seeks a banking professional to acquire and deepen client relationships by offering personalized financial solutions aligned with clients’ goals. The role emphasizes consultative engagement, product knowledge, and disciplined execution within TD’s risk and regulatory framework.

Responsibilities include engaging walk-ins, managing leads, and guiding clients toward appropriate products and mortgage options while maintaining strong documentation and adherence to compliance

Qualifications

• Experience engaging with clients in service/sales/relationship roles.
• Ability to communicate clearly and influence effectively.
• Familiarity with banking products and risk/compliance awareness.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Present personalized banking solutions to help clients meet financial goals.
• Explain features, benefits, and risks of products in clear language.
• Act as a trusted advocate while ensuring accurate documentation and regulatory compliance.

Skills

Customer service

Relationship building

Sales

Communication

Prospecting

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Vienna, VA seeks a banking professional to acquire and deepen client relationships by offering personalized financial solutions aligned with clients’ goals. The role emphasizes consultative engagement, product knowledge, and disciplined execution within TD’s risk and regulatory framework.

Responsibilities include engaging walk-ins, managing leads, and guiding clients toward appropriate products and mortgage options while maintaining strong documentation and adherence to compliance