Relationship Banker: Growth & Mortgage Solutions

TD; Town of Vienna (WI); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Vienna, Virginia seeks a banking professional to acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution that align with TD's risk standards.

You will help clients achieve financial goals with personalized solutions, mortgage inquiries, and education on TD digital capabilities, while upholding regulatory requirements. This role emphasizes a client-first approach within a bank setting.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience)
• 1+ years 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
• Demonstrated ability to communicate clearly and effectively with clients and colleagues
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation and risk awareness
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking

Job description

TD Bank in Vienna, Virginia seeks a banking professional to acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution that align with TD's risk standards.

You will help clients achieve financial goals with personalized solutions, mortgage inquiries, and education on TD digital capabilities, while upholding regulatory requirements. This role emphasizes a client-first approach within a bank setting.