Senior Premier Banker Greater Vine District
Core
Senior Premier Banker managing relationships with affluent customers and complex financial needs, delivering integrated banking solutions across deposits, investments, credit, and home lending.
Role type
Senior IC Premier Banker
Builds
Integrated financial solutions for affluent consumers and businesses
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
relationship acumen, proactive customer engagement, multi-product guidance, risk oversight, book-of-business management, strategic outreach
Preferred skills
coaching peers, translating customer goals into financial strategies, digital adoption advocacy
Technologies
digital banking tools, mobile banking platforms
Responsibilities
Acquire new affluent customers and deepen existing relationships; Lead discovery-driven conversations to deliver tailored banking 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 for 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