Relationship Banker II (Arlington Lee Hwy)

TD Bank • Arlington, VA

6d • Onsite

About The Position

The Relationship Banker II is a banking professional who delivers TD’s relationship-driven banking experience by cultivating client relationships and providing 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, product knowledge, and disciplined execution while upholding risk and regulatory standards.

Based in a bank location, the Relationship Banker II manages leads and conducts proactive outreach, engages clients in walk-in, appointment, and outbound settings, and uses TD systems to identify appropriate solutions and next steps. The role conducts goals-based discovery, provides tailored guidance across a broader range of products and services, and handles more complex client scenarios through holistic recommendations and collaboration with partners. It also supports mortgage inquiries and referrals, advocates for clients through continued engagement and follow-through, and ensures accurate documentation and compliance with policies and regulations.

The position also contributes to team workflow and performance by monitoring and prioritizing tasks, delegating responsibilities, sharing best practices, collaborating with colleagues, and supporting a positive, inclusive work environment. The role 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 with NMLS. Required background and credit checks and related applicant certifications apply.

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 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 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 NMLS registration as a mortgage loan originator under the SAFE Act and applicable regulations.
• Satisfactory criminal background and credit report checks, plus required applicant statements or certifications regarding administrative, civil, or criminal findings by government agencies or authorities.
• Ability to perform the stated physical and cognitive tasks, including continuous sedentary work, multitasking, use of standard office equipment, concentration, reading, writing, comprehension, and basic arithmetic.

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 client relationships through lead management and proactive outbound efforts at a bank location.
• Identify opportunities to acquire clients and deepen existing relationships in support of clients’ financial objectives.
• Engage clients across walk-in, appointment, and outbound interactions, conducting purposeful discovery and actively listening to understand expressed and unexpressed needs.
• Use TD systems and tools to identify suitable solutions and next steps, and follow through on client commitments, including partner hand-offs.
• Provide clear, tailored guidance on a broad range of banking products and services, explaining options, benefits, and risks.
• Manage complex client scenarios with holistic, needs-based recommendations and effective collaboration with partners.
• Anticipate client needs and build relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
• Resolve client concerns end-to-end when possible and escalate issues in a timely manner when required.
• Maintain accurate client information and documentation and comply with operational policies, AML laws, authentication standards, and other regulatory requirements.
• Identify discrepancies, material changes, and risk indicators and escalate them appropriately.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training and strengthen risk and compliance knowledge; contribute to team performance by sharing insights and best practices.
• Collaborate with colleagues and partners and contribute to an inclusive, positive work environment.

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 programs
• Training and onboarding
• Online learning platform and mentoring programs
• Base salary and variable compensation/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