CareerPlan

Senior Premier Banker 24th & Irving - Bilingual Preferred

SAN FRANCISCO, CA, USFull-time2026-10-15 → 2026-11-11
Based in United StatesNo visa sponsorship

Core

Senior Branch Premier Banker managing relationships with affluent customers and complex financial needs, delivering integrated solutions across deposits, investments, credit, and home lending.

Role type

Senior IC relationship banker

Builds

Integrated financial solutions for affluent consumers and businesses

Domain

Banking / Financial Services

Required skills

relationship management, financial strategy, product recommendation, risk oversight, team collaboration, digital adoption, regulatory compliance

Preferred skills

multilingual communication (Cantonese/Mandarin), coaching peers, proactive outreach

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 multi-product guidance; Partner with Wealth, Home Lending, and Business Banking teams; Champion digital adoption for self-service options; Advise colleagues on relationship development; Demonstrate risk excellence through accurate documentation and policy adherence

Seniority

Senior, hands-on IC