Relationship Banker II Float ( Leesburg)
Core
A banking professional cultivating and sustaining client relationships by delivering personalized banking solutions and supporting long-term financial goals across multiple bank locations.
Role type
Relationship Banker
Builds
Client relationships and financial solutions
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
consultative engagement, needs-based guidance, product knowledge, risk awareness, regulatory compliance, client acquisition, relationship management, mortgage product knowledge, active listening, advanced questioning
Preferred skills
prior banking experience (teller/platform/relationship), NMLS registration, Notary License
Technologies
TD systems and tools, Microsoft Office
Responsibilities
Cultivate and sustain long-term 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; Apply banking knowledge to interpret needs and provide tailored guidance; Engage clients on mortgage products and residential lending activities; Serve as a client advocate anticipating needs and building trust.
Seniority
Mid-level, hands-on IC