Senior Premier Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
• Grow and manage a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners and convert qualified opportunities into closed outcomes
• Promote digital adoption by educating customers on self-service and mobile banking
• Open accounts, handle service requests, and support everyday banking needs
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalat issues, and adhere to policies and regulations

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services
• Experience recommending financial products and translating customer goals into actionable recommendations
• Experience sourcing, acquiring, and deepening customer relationships
• Experience managing a book of business and documenting planning conversations
• Experience coaching or supporting peers
• Financial services industry experience in consumer, home lending, business banking, or investments
• 3+ years of experience in a licensed financial services position
• FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
• State Insurance license(s), active or completed within a designated timeframe
• SIE exam required for FINRA qualification exams earned after September 30, 2018
• FINRA Series 65 or equivalent required within a specified period in certain states
• SAFE registration required at the time of employment
• Ability to work a schedule including most Saturdays
• Must meet enhanced financial fitness and criminal background standards
• Loan Originators must meet LO/CFPB requirements
• Not eligible for Visa sponsorship

Demonstrates expertise in building and managing customer relationships, providing tailored financial solutions, and adhering to regulatory standards in the financial services industry. Proficient in guiding clients through comprehensive banking products and services while promoting digital adoption.

• Customer Relationship Management
• Financial Product Recommendations
• Book of Business Management
• FINRA Series 6 and 63
• State Insurance License

• Customer Service Experience
• Financial Services Experience
• Goal-Based Planning
• Risk Oversight
• Documenting Planning Conversations
• Coaching Peers
• Sourcing Customer Relationships
• Opening Accounts
• Handling Service Requests
• Promoting Digital Adoption

• Effective Communication
• Relationship Development
• Judgment
• Problem Solving
• Collaboration

• FINRA Series 65
• SIE Exam
• SAFE Registration

• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Loan Originator
• CFPB Requirements

• Mobile Banking
• Self-Service Banking