Relationship Banker II - Kean (40 hour) Preferred Bilingual/Spanish
Core
Cultivates and sustains long-term client relationships by delivering personalized banking solutions and supporting long-term financial goals.
Role type
Relationship Banker
Builds
Personal & Commercial Banking products and services
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative client engagement, needs-based guidance, mortgage product knowledge, regulatory compliance, active listening, product recommendation
Preferred skills
bilingual (Spanish), NMLS registration, Notary License
Technologies
TD systems and tools, Microsoft Office
Responsibilities
Cultivate and sustain client relationships through leads management and outbound efforts; Proactively engage in client conversations to identify needs and recommend solutions; Lead client engagement across walk-in, appointment, and outbound opportunities; Engage clients on mortgage products and residential lending activities; Serve as a client advocate by anticipating needs and providing personalized guidance; Adhere to policies, procedures, and regulatory requirements including AML laws.