Senior Premier Banker

Key Responsibilities

• 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

• 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, financial product recommendations, and strategic outreach to affluent clients. Proven ability to collaborate with cross-functional teams to deliver integrated banking solutions and enhance customer satisfaction.

• Customer Relationship Management
• Financial Product Recommendations
• Strategic Outreach
• Digital Banking Education
• Risk Management

• Customer Service Experience
• Relationship Building
• Product and Service Recommendations
• Financial Strategy Development
• Documentation Accuracy

• Communication
• Team Collaboration
• Judgment
• Problem Solving

• Wealth Management
• Home Lending
• Business Banking
• Client Needs Management
• Control Outcomes

• Mobile Banking Solutions
• Self-Service Banking Tools