Relationship Banker II Float ( Leesburg)

TD • Leesburg, VA

1d • $26 - $36 • Onsite

About The Position

This banking professional works across multiple bank locations, bringing TD’s relationship-driven banking experience to clients by cultivating and sustaining client relationships and delivering personalized banking solutions that support long-term financial goals. The role acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, product knowledge, disciplined execution, and adherence to risk and regulatory standards.

The position leads client conversations across walk-in, appointment, and outbound opportunities; identifies expressed and unexpressed needs; and provides tailored guidance on products and services, including mortgage inquiries and residential lending referrals. It serves as a client advocate, follows through on commitments and partner hand-offs, and collaborates with TD’s broader network to support client goals. The role also reinforces compliance, documentation, risk awareness, and protection of clients and the Bank. It requires same-day travel between multiple locations in a designated area.

Requirements

• High school diploma or GED, or 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 travel the same day 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 ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client-facing and operational scenarios.
• 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 NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government agency or authority findings.
• Ability to perform the listed physical activities, including continuous domestic travel, walking, sitting, operating standard office equipment, and concentrating for long periods.

Nice To Haves

• Prior experience in a banking environment, 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 efforts, and purposeful client engagement.
• Identify opportunities to acquire clients and deepen existing relationships in support of clients’ financial objectives.
• Conduct goals-based discovery, actively listen, capture client information accurately, and use TD systems and tools to identify appropriate solutions and next steps.
• Provide clear, tailored guidance on a broad range of banking products and services, explaining options, benefits, and risks.
• Manage complex client scenarios, make needs-based recommendations, collaborate with partners, and ensure referrals are effectively executed.
• Anticipate client needs and maintain relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Ensure continuity, follow-through, and connection to TD’s broader network of expertise.
• Adhere to and reinforce policies, procedures, and regulatory requirements; maintain accurate documentation and strong risk awareness.
• Resolve client concerns end-to-end where possible and escalate issues promptly when needed.
• Verify client identification, maintain data integrity, and follow authentication, AML, and documentation standards.
• Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training, strengthen risk and compliance knowledge, and contribute to team performance and development.
• Share insights, lessons learned, and best practices; collaborate with team members and partners and contribute to a positive, inclusive work environment.

Benefits

• Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards through an incentive plan.
• 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, training, mentoring, and reward and recognition programs.

What This Job Offers

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