Relationship Banking Associate - Personal Finance Guidance

TD; Dumfries (VA); On-site; USD 33,000 - 43,000; Part time

Job summary

TD in Dumfries, Virginia seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution, delivering personalized solutions that support clients' financial well-being.

The role focuses on walk-in and outreach efforts, clear communication of TD options, and guidance through mortgage and lending opportunities while maintaining regulatory compliance and risk controls.

Qualifications

• High School Diploma or GED required or equivalent experience.
• 1+ years of experience in client service, sales, or relationships.
• Experience educating clients on products and services in a consultative manner.

Responsibilities

• Drive client acquisition at the bank location via walk-ins, leads, and outreach.
• Engage clients with purposeful discovery to uncover needs and priorities.
• Explain options clearly, including features, benefits and risks, to help informed decisions.
• Deliver personalized solutions and next steps, connecting clients to TD products or partners.
• Maintain accurate documentation and ensure compliance with risk standards.

Skills

Customer service

Communication

Relationship building

Sales orientation

Problem solving

Education

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary License (or ability to obtain)

Tools

Microsoft Office

Job description

TD in Dumfries, Virginia seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution, delivering personalized solutions that support clients' financial well-being.

The role focuses on walk-in and outreach efforts, clear communication of TD options, and guidance through mortgage and lending opportunities while maintaining regulatory compliance and risk controls.