Relationship Banker I - PT (30 hrs.) (Alexandria/ King Street)

Work Location

Alexandria, Virginia, United States of America

Hours

30 hours per week

Pay

Base pay range: $24.25 – $32.50 USD

TD’s compensation policies allow progression through the salary range over time based on skills, experience, knowledge, geographic location, and business needs. Candidates are encouraged to discuss compensation details with their recruiter.

Job Description

The Retail Banker I serves as a customer liaison, delivering TD’s brand promise through financial expertise and consultative advice. The role supports business objectives by identifying appropriate TD solutions that help customers achieve financial goals and deepen their relationship with the bank.

Key Responsibilities

• Proficiently handle products, services, and routine transactions; educate customers on bank offerings and refer them to appropriate partners.
• Establish and nurture customer relationships by actively listening, identifying needs, and recommending solutions.
• Utilize customer relationship management tools for proactive assessments and outbound sales activities.
• Independently resolve customer issues, escalating when necessary.
• Participate in customer outreach, servicing, and advice activities to deliver a “legendary” experience.
• Engage customers in loan product conversations and facilitate application intake.
• Maintain active NMLS registration for mortgage loan origination.
• Perform teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring fraud and adhering to policies.
• Educate customers on self‑service and digital banking options.
• Act as a brand champion and point of escalation for customer concerns.

Education & Experience

• High school diploma or GED.
• 1+ years of experience working with customers or in sales (including volunteering, education, or military experience).
• Teller experience preferred; must complete teller training upon hire.
• Demonstrated ability to engage customers, educate on products, and handle multiple tasks in a fast‑paced environment.
• Excellent communication, organization, and problem‑solving skills.
• Proficiency in Microsoft Office.
• Notary license (preferred).

Customer Accountabilities

• Deliver legendary experiences by building trust, providing consultative support, and advocating with proactive insights.
• Act as a customer advocate to improve financial confidence and provide resolution and savings tips.
• Lead lobby flow, welcome customers, discover needs, and guide them appropriately.
• Educate customers on self‑service and digital options.
• Escalate complex questions or concerns as needed.
• Maintain compliance with fraud mitigation and operational policies.

Shareholder Accountabilities

• Ensure compliance with regulations such as the Bank Secrecy Act and Patriot Act.
• Participate in daily store operations aligned with TD’s risk framework.
• Support accurate and timely business processes; escalate high‑risk transactions.
• Maintain accurate documentation reflecting client intentions and regulatory requirements.
• Adhere to the Bank Code of Conduct and operational excellence standards.

Employee / Team Accountabilities

• Participate fully as a team member, fostering a positive work environment.
• Continuously enhance knowledge and share expertise within the team.
• Engage in performance management and development activities.
• Promote a diverse, inclusive, and equitable workplace.
• Act as a brand ambassador internally and externally.
• Seek feedback, improve performance, and take ownership of career development.
• Embrace change and adhere to TD’s shared commitments and code of conduct.

Regulatory (OCC) Requirements

This position is classified as a Loan Originator under Regulation Z (Truth in Lending Act) and as a Mortgage Loan Originator under the SAFE Act. Candidates must:

• Be eligible for employment with a covered financial institution under Regulation Z.
• Be eligible for registration with the Nationwide Mortgage Licensing System (NMLS).
• Pass criminal background and credit checks as required by federal law.

Physical Requirements

• Continuous sedentary work, sitting, and use of standard office equipment.
• Frequent standing, walking, and occasional lifting (under and over 25 lb).
• Occasional activities such as squatting, bending, kneeling, crawling, climbing, reaching overhead/forward, pushing, pulling, twisting, and concentrating for long periods.
• Continuous application of common sense, reading, writing, and basic arithmetic.