Premier Banker- Medford
Core
Experienced banker serving as the primary contact for a complex portfolio of mass affluent clients, managing their complete banking relationship through proactive outreach and advice-based solutions.
Role type
Senior IC Premier Banker (Mass Affluent)
Builds
Mass affluent client relationships and financial solutions
Domain
Retail Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
consultative sales, client relationship management, financial product knowledge, regulatory compliance, needs-based analysis, loan facilitation
Preferred skills
Securities Industry Essentials Exam (SIE) completion, Life & Health license, wealth management experience
Technologies
NMLS registration, client relationship tools
Responsibilities
Proactively manage and grow mass affluent client relationships; conduct needs-based conversations and review financial information; facilitate loan applications and closings; coordinate introductions with internal partners (Wealth, Commercial, Lending); adhere to FINRA and regulatory banking requirements; provide coaching and feedback to bank staff on program value.
Seniority
Mid-Senior, hands-on IC