Relationship Banker I: Build Financial Wellness for Clients

TD; Chantilly (VA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Chantilly, VA seeks a client-focused banking professional to acquire and deepen customer relationships, offering consultative guidance and personalized financial solutions. You will help clients achieve financial goals while adhering to TD’s risk and regulatory standards.

Responsibilities include engaging clients, explaining product options, and coordinating with mortgage and residential lending services.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment
• Ability to educate clients on products and services in a consultative manner
• Demonstrated ability to communicate clearly and effectively with clients and colleagues
• Ability to obtain and maintain active NMLS registration as required for the role

Responsibilities

• Drive client acquisition and deepen relationships through walk-ins, outreach, and consultative engagement
• Explain banking options, features, benefits, and risks in clear language
• Deliver personalized banking solutions and next steps to meet client goals
• Maintain accurate client documentation and adhere to risk and regulatory standards
• Provide ongoing guidance on TD products, services, and digital capabilities

Skills

Customer service

Communication

Multitasking

Microsoft Office

Education

High School Diploma or GED

NMLS registration (required)

Tools

CRM software

Job description

TD Bank in Chantilly, VA seeks a client-focused banking professional to acquire and deepen customer relationships, offering consultative guidance and personalized financial solutions. You will help clients achieve financial goals while adhering to TD’s risk and regulatory standards.

Responsibilities include engaging clients, explaining product options, and coordinating with mortgage and residential lending services.