Relationship Banker II - Bridgewater (40 hour)
Core
A banking professional cultivating and sustaining client relationships by delivering personalized banking solutions and supporting long-term financial goals.
Role type
Relationship Banker
Builds
Personal & Commercial Banking client relationships and financial solutions
Domain
Banking / Personal & Commercial Banking
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
prior banking environment experience (teller, platform, or relationship banking), 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 and financial knowledge to interpret client needs and provide tailored guidance; Engage clients on mortgage products and residential lending activities; Ensure continuity and follow-through on client commitments while adhering to policies and regulatory requirements.