Relationship Banker I (Woodbridge Dumfries)

About the role

This role is a banking professional who plays a vital role in bringing TD's human, relationship-driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being.

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
• Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness
• Buils and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank

Requirements

• A high school diploma or GED (or equivalent combination of education and experience)
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment
• Teller or cash-handling experience in a financial institution preferred
• Experience educating clients on products and services in a consultative manner
• Demonstrated ability to communicate clearly and effectively with clients and colleagues
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Basic 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
• Notary License (or ability to obtain) preferred

Qualifications

• Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Continuous
• Sitting – Frequent
• Standing – Frequent
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Occasional
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Occasional
• Crawling – Occasional
• Climbing – Occasional
• Reaching overhead – Occasional
• Reaching forward – Occasional
• Pushing – Occasional
• Pulling – Occasional
• Twisting – Occasional
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

Skills

• Strong communication and interpersonal skills
• Customer service orientation
• Product knowledge and consultative selling skills
• Ability to manage multiple tasks and prioritize work
• Attention to detail and accuracy in documentation
• Basic computer skills, particularly Microsoft Office

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$24.25 - $32.50 USD per hour, commensurate with experience.

Schedule

Full-time, 40 hours per week.