Premier Banker
Listed on 2026-10-29
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Finance & Banking
Banking & Finance
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Full Time Professionals Houston, TX, US
Manager:Chief Retail Officer
Position Summary:The Premier Banker is responsible for providing sales, service and execution support for new and ongoing client relationships; grows and maintains a portfolio of clients which generate revenues and a profit; growing deposits through deepeningrelationshipsandacquiringnewclients;overseestheprocessingofconsumer,commercialandrealestateloan payments and advances on lines of credit;promotes business for the Bank by maintaining good customer relations and collaborating with other lines of business for new services; receives, researches and handles customer inquiries and ensures appropriate and timely resolution;
responsible for gathering all appropriate client information in order to open commercial and personal accounts; ability to work independently with limited supervision.
APremier Bankermusthelpassurecompliancewithall Bankpoliciesandprocedures ,aswellasallapplicablestateand federal banking regulations.
Essential Functions:Reasonableaccommodationsmaybemadetoenableindividualswithdisabilitiestoperformtheessentialfunctions.
Primary Functions:- Utilizing multiple bank systems, processaccountactivity,determine balances,andresolveproblemswithingiven authority.
- Build,grow,andmaintainaprofitablebookof business.
- Proficiency on Bankproductsandidentificationofcollaborativecross-sellingopportunitiesandengagingother Bank team members in client relationships.
- Helpclientsdefinefinancialgoalsandobjectiveswhilepartneringwith Third Coast Bank Financial Advisors to help clients with those financial goals.
- Analyze client’sfinancialresourcesandfinancialposition.
- Responsibleforopeningofnewaccountsandserviceexistingaccountsforpersonalandcommercialcustomers.
- Responsibleformanagementreportsrelatedtoloans,includingboardreportsandmonitoringreports.
- Assistingatheringfinancialstatementsinanticipationofcreditrenewalsorreviews.
- Followpoliciesandprocedures;completetaskscorrectlyandontime;support the
Banksgoalsandvalues.
- EnsuresthegatheringofconsumeridentificationinformationasrequiredperCIPandtheUSAPatriot
Act. (Information must be obtained prior to opening an account.) - Ensuresthegatheringofallrequiredidentificationinformationandcommercialdocumentationfor Premier Bank customers as required per CIP. (Prior to opening a business and consumer account.)
Performsallotherdutiesasassigned.
Supervisory Responsibility:This position has no supervisory responsibilities.
Job Type:This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:No travel is expected for this position.
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:Theincumbentinthispositionmustbeabletoaccommodatetoreadingdocumentsorinstruments,detailed work,problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education andExperience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactoryperformanceofthisposition.
Therequirementslistedbelowarerep…
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