Senior Branch Premier Banker
Core
Grow and manage relationships with affluent customers and complex financial needs by delivering integrated banking solutions across deposits, investments, credit, and home lending.
Role type
Senior IC relationship banker (affluent consumer & business)
Builds
Integrated financial strategies and multi-product solutions for individual and business clients
Domain
Banking / Financial Services
Required skills
Relationship management, financial strategy, product recommendation, risk oversight, customer acquisition, book-of-business management, regulatory compliance
Preferred skills
Coaching peers, digital adoption advocacy, cross-functional partnership, proactive outreach
Technologies
Digital banking tools, mobile banking platforms, CRM systems
Responsibilities
Acquire new affluent customers and deepen existing relationships through strategic outreach and appointments; Lead discovery-driven conversations to deliver tailored banking and credit strategies; Serve as primary financial partner for comprehensive multi-product guidance; Partner with Wealth, Home Lending, and Business Banking teams to convert opportunities; Champion digital adoption by educating customers on self-service options; Advise colleagues on relationship development and complex client needs; Ensure risk excellence through accurate documentation and policy adherence
Seniority
Senior, hands-on IC