Senior Premier Banker

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments Lead discovery-driven conversations and translate customer goals into banking and credit strategies Provide comprehensive, multi-product guidance and ongoing financial reviews Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners Drive customer adoption of self-service and mobile banking options Advise branch colleagues on relationship development and complex client needs Maintain accurate documentation, exercise sound judgment, escape issues, and follow policies and regulations Manage and grow a defined book of business across deposits, lending, and investments Requirements 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 customer and partner relationships 3+ years of experience recommending products and services Experience recommending financial products and translating customer goals into actionable recommendations Ability to source, acquire, and deepen relationships through outreach and internal partnerships Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth Experience coaching or supporting peers Clear and confident communication, empathetic listening, and ability to build trust 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 recognized equivalents sufficient 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 listed states SAFE registration required at 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 Required FINRA licenses must be obtained and maintained for continued employment No visa sponsorship available Core Competencies Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions, and managing a diverse book of business. Proficient in financial product recommendations and compliance with regulatory requirements. Highest-signal resume keywords Customer Relationship Management Financial Product Recommendations Book of Business Management FINRA Series 6 and 63 State Insurance License ATS Optimization Keywords Hard Skills Customer Service Experience Financial Services Experience Lending Experience Investment Knowledge Documenting Planning Conversations Soft Skills Clear Communication Empathetic Listening Building Trust Coaching Peers Certifications & Qualifications FINRA Series 6 FINRA Series 63 SIE Exam FINRA Series 65 SAFE Registration Industry Keywords Consumer Banking Home Lending Business Banking Financial Products Regulatory Compliance Tools & Technologies Self-Service Banking Mobile Banking #J-18808-Ljbffr Jobtailor