Senior Branch Premier Banker

• proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
• partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes

• 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services

Demonstrates expertise in customer relationship management and financial product recommendations, with a focus on delivering tailored banking strategies that meet evolving client needs. Proven ability to collaborate with cross-functional teams to provide integrated financial solutions and drive customer retention.

• Customer Relationship Management
• Financial Product Recommendations
• Strategic Outreach
• Team Collaboration
• Customer Service Experience

• Effective Communication
• Relationship Building
• Discovery-Driven Conversations
• Personal Ownership

• Affluent Consumer Banking
• Business Banking
• Wealth Management
• Lending
• Investments
• Customer Retention
• Multi-Product Guidance