Premier Banker- Flourtown
Core
Primary contact for a complex portfolio of mass affluent clients, managing complete banking relationships through proactive outreach, advice, and referrals to specialists.
Role type
Senior IC Premier Banker (Mass Affluent)
Builds
Mass affluent client relationships and revenue growth
Domain
Retail Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
consultative sales, needs-based financial analysis, regulatory compliance (FINRA, AML), loan product facilitation, client relationship management, internal partner coordination
Preferred skills
Securities Industry Essentials Exam (SIE) completion, Life & Health insurance licensing, wealth management experience
Technologies
NMLS registration, client relationship management tools
Responsibilities
Proactively acquire and retain mass affluent clients via outbound prospecting and referrals; conduct needs-based conversations to review financial information and suggest solutions; facilitate loan applications and closings; coordinate introductions with Wealth, Commercial, and Lending partners; ensure adherence to retail/wealth policies and regulatory requirements; provide coaching and feedback to bank staff on program value and referrals.
Seniority
Mid-level, hands-on IC