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, product knowledge, risk awareness, regulatory compliance, mortgage product knowledge, client acquisition, relationship management
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; Engage clients on mortgage products and refer for residential lending; Provide clear, tailored guidance on a broader range of products and services; Manage complex client scenarios and drive partner collaboration; Ensure accurate documentation and adherence to policies and regulatory requirements.
Seniority
Mid-level, hands-on IC