Senior Premier Banker: Wealth & Growth Partner

• 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

• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency

• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs

• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

• 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

Core Competencies

Demonstrates expertise in customer relationship management, delivering tailored banking solutions, and driving digital adoption to enhance customer satisfaction. Proven ability to collaborate with cross-functional teams to achieve integrated financial outcomes.

Highest-signal resume keywords

• Customer Relationship Management
• Tailored Banking Solutions
• Digital Adoption Champion
• Cross-Functional Collaboration
• Risk Management Excellence

ATS Optimization Keywords

Hard Skills

• Customer Service Experience
• Product Recommendation
• Financial Strategy Development
• Documentation Accuracy
• Issue Escalation

Soft Skills

• Effective Communication
• Relationship Building
• Judgment
• Team Collaboration
• Customer Engagement

Industry Keywords

• Wealth Management
• Home Lending
• Business Banking
• Financial Partner
• Client Needs Management

Tools & Technologies

• Mobile Banking
• Self-Service Banking