Relationship Banker – Client Advisory & Mortgage

TD Bank Group; Herndon (VA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Herndon, VA is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well‑being. This role emphasizes consultative engagement, product knowledge, and disciplined execution to drive meaningful client outcomes while adhering to TD's risk standards.

You will engage with walk‑in clients, manage leads, and conduct outreach to deepen relationships, providing

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ year of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Ability to obtain and maintain NMLS registration as required for the role.

Responsibilities

• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engage clients with curiosity, conduct discovery to uncover client needs and priorities, and explain relevant options clearly.
• Deliver personalized solutions and next best actions, connecting clients to appropriate products and services.
• Maintain accurate documentation, risk awareness, and compliance in all client interactions.
• Build and strengthen client relationships through consistent, personalized interactions that reflect a client-first approach.

Skills

Customer service

Relationship building

Sales experience

Communication

Job description

TD Bank Group in Herndon, VA is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well‑being. This role emphasizes consultative engagement, product knowledge, and disciplined execution to drive meaningful client outcomes while adhering to TD's risk standards.

You will engage with walk‑in clients, manage leads, and conduct outreach to deepen relationships, providing