Relationship Banker II (Sr.) (Seven Corners) (Bilingual/Spanish Fluency Preferred)

About the role

This Retail Banker II role is a customer-facing position that delivers TD’s brand promise by providing financial expertise and consultative advice to help customers achieve their financial goals. The position contributes to business growth by identifying appropriate TD solutions and optimizing customer relationships.

Responsibilities

• Act as a subject matter expert in the store for customers and colleagues on all TD products, services, policies, and procedures, with a focus on personal and business banking.
• Provide consultative advice and product recommendations based on customer needs, highlighting features and benefits that support customers through life events, save time and money, and exceed expectations.
• Build and nurture customer relationships by demonstrating product knowledge, actively listening to needs, and identifying opportunities to offer solutions or partner referrals.
• Use Customer Relationship Management tools to proactively assess customer needs, identify solutions, and lead outbound sales activities.
• Evaluate issues, errors, and problems using established practices and independently resolve customer problems, escalating when necessary.
• Explain detailed or complicated information to the team and customers.
• Engage in customer outreach, servicing, and advice activities to deliver on TD’s promise of being unexpectedly human.
• Facilitate loan product conversations and intake of applications.
• Perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring fraud mitigation and adhering to operational policies.
• Act as a point of escalation for customer questions or concerns.
• Orchestrate customer flow in the lobby, warmly welcome customers, discover initial needs, and guide them appropriately.
• Educate customers on self-service options that align with their banking preferences and needs.
• Promote the full suite of TD products, sales, services, and banking capabilities.
• Ensure compliance with company guidelines and regulations, such as the Bank Secrecy Act and Patriot Act, to minimize risk and protect customers.
• Support the timely and accurate completion of business processes and procedures.
• Escalate non-standard or high-risk transactions/activities as necessary.
• Ensure documentation is accurate and reflects client/business intentions in compliance with relevant rules and regulations.
• Participate in personal performance management and development activities.
• Contribute to a positive work environment by supporting a diverse workforce and acting as a brand ambassador for TD.
• Collaborate with team members to improve work delivery and quality standards.
• Actively seek feedback through coaching sessions to demonstrate stronger performance.
• Establish relationships with partner bankers to make effective referrals.
• Adhere to TD’s Shared Commitments and code of conduct expectations.

Requirements

• High school diploma or GED required; 2-year degree preferred.
• 2+ years of related experience working with customers and/or sales in any capacity.
• Teller experience preferred.
• Cross-trained to handle customer transactions upon hire.
• Must maintain an active registration status with the NMLS (Nationwide Mortgage Licensing System and Registry).
• Proficient in Microsoft Office.
• Ability to provide community services, including financial education classes.
• Notary license preferred.

Skills

• Superior customer service skills.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with the ability to be concise, clear, and consistent.
• Demonstrated effective problem-solving skills.
• Demonstrated ability to schedule, prioritize work, and work independently within deadlines.
• Ability to collaborate effectively within a team and build working relationships with customers and related teams.

Pay

$24.75 – $34.00 USD per hour. The base pay offered may vary based on the candidate’s skills, experience, job-related knowledge, geographic location, and other business and organizational needs. TD is committed to providing fair and equitable compensation, with opportunities for salary progression over time as the role evolves.

Schedule

Full-time, 40 hours per week. Location: Falls Church, Virginia, United States.