Relationship Banker II (Arlington Lee Hwy)

TD • Arlington, VA

8d • $25 - $34 • Onsite

About The Position

The Relationship Banker II is a banking professional who cultivates and sustains client relationships by delivering personalized banking solutions that support clients’ long-term financial goals. The role 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.

Working in a bank location, the Relationship Banker II leads client engagement across walk-in, appointment, and outbound opportunities. The role uses purposeful discovery, active listening, and TD systems and tools to understand client needs, recommend suitable products and services, and follow through on commitments, including partner referrals. It provides tailored guidance on a broad range of financial solutions, manages complex client scenarios, and engages clients on mortgage products and residential lending activities.

The position also supports workflow and task prioritization as a team leader, protects client and bank interests by following compliance and documentation requirements, and collaborates with colleagues and partners to deliver a consistent client experience. This position is classified as a Loan Originator and Mortgage Loan Originator under applicable federal regulations and requires eligibility for employment with a covered financial institution and registration as a mortgage loan originator with NMLS.

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.
• Demonstrated 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, organize work independently, 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, along with required applicant statements or certifications regarding government agency or authority findings.
• Ability to perform the listed physical and cognitive activities, including continuous sedentary work, multitasking, operating standard office equipment, concentrating, and reading, writing, and comprehending instructions.

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 identifying opportunities to deepen relationships.
• Lead client conversations across walk-in, appointment, and outbound opportunities, using discovery and active listening to uncover expressed and unexpressed needs.
• Use TD systems and tools to identify appropriate solutions and next steps, capture client information accurately, and follow through on client commitments and partner hand-offs.
• Provide clear, tailored guidance on products and services, explaining options, benefits, and risks to support informed client decisions.
• Manage complex client scenarios and provide needs-based recommendations that reflect clients’ goals and financial positions.
• Collaborate with partners and execute referrals effectively, including engaging clients on mortgage products, accepting mortgage inquiries, and referring clients for mortgage and residential lending solutions.
• Anticipate client needs and build relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Deliver a welcoming, personalized experience; resolve client concerns end-to-end where possible and escalate issues in a timely manner.
• Balance client needs with risk and compliance requirements, maintain accurate documentation, verify identification, protect data integrity, and follow authentication 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, collaborate with team members, and contribute to a positive work environment and team performance.

Benefits

• Base salary and variable compensation or incentive awards, including potential eligibility for 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 programs, and reward and recognition.

What This Job Offers

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