Relationship Banker II Float ( Leesburg)

TD Bank • Leesburg, VA

1d • Onsite

About The Position

This banking professional works across multiple bank locations to deliver TD’s relationship-driven banking experience. The role cultivates and sustains client relationships by providing personalized banking solutions that support clients’ long-term financial goals. The Relationship Banker II acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, strong product knowledge, and disciplined execution while upholding risk and regulatory standards.

The role leads client conversations across walk-in, appointment, and outbound opportunities, using purposeful discovery and active listening to identify expressed and unexpressed needs. It provides tailored guidance on a broader range of products and services, manages complex client scenarios, collaborates with partners, and follows through on referrals and client commitments. The banker also engages clients on mortgage products and related residential lending activities.

The position works across multiple locations within a designated area and requires same-day travel between work locations. It includes client-facing service, sales, relationship growth, operational compliance, and teamwork responsibilities. The position is classified as a Loan Originator and Mortgage Loan Originator and requires eligibility for NMLS registration and employment with a covered financial institution.

Requirements

• High school diploma or GED, or an equivalent combination of education and experience.
• At least 2 years of experience engaging clients in a sales, service, or relationship-building capacity, including identifying needs and delivering solutions.
• Ability to adapt to different locations and environments with agility, teamwork, and flexibility.
• Ability to complete same-day travel to multiple work locations within a designated area.
• Ability to conduct consultative client conversations, uncover needs, and recommend appropriate products and services.
• Strong communication skills and the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, organize work independently, and consistently meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client-facing and operational situations.
• 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.
• Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with the NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding administrative, civil, or criminal findings by government agencies or authorities.

Nice To Haves

• Prior banking experience, including teller, platform, or relationship banking roles.
• Notary license, or ability to obtain one.

Responsibilities

• Cultivate and sustain long-term client relationships through lead management, outbound outreach, and engagement at bank locations.
• Identify opportunities to acquire clients, deepen existing relationships, and support clients’ financial objectives.
• Lead purposeful, goals-based discovery using active listening and advanced questioning to uncover client needs.
• Use TD systems and tools to identify appropriate solutions and next actions, accurately capture client information, and follow through on commitments and partner hand-offs.
• Provide clear, tailored guidance on banking products and services, explaining options, benefits, and risks to support informed decisions.
• Manage complex client scenarios, provide needs-based recommendations, collaborate with partners, and ensure effective referral execution.
• Anticipate client needs and build relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, and perform other residential lending activities.
• Act as the primary point of accountability for client concerns, resolving issues where possible and escalating them in a timely manner when required.
• Deliver a welcoming, personalized client experience and reinforce TD’s relationship-led brand and client strategy.
• Follow policies, procedures, and regulatory requirements; verify client identification; maintain data integrity; and meet authentication and documentation standards.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Apply sound judgment in balancing client needs with risk and compliance obligations and in resolving or escalating issues.
• Act as a team leader by monitoring workflow, prioritizing tasks, and delegating responsibilities.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, share insights and best practices, collaborate with colleagues and partners, and participate in performance and development activities.
• Travel the same day between multiple work locations within a designated area.

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
• Banking benefits and discounts
• Career development
• Reward and recognition
• Training and onboarding
• Online learning platform and mentoring programs
• Variable compensation or incentive awards, including potential cash and/or equity incentive awards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED