CareerPlan

Senior Premier Banker Broadway Grant - Bilingual Preferred

SAN FRANCISCO, CA, USFull-time2026-10-06 → 2026-11-12
No 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 (financial services)

Builds

Integrated financial solutions for affluent consumers and businesses

Domain

Banking / Financial Services

Required skills

relationship acumen, proactive customer engagement, multi-product guidance, risk oversight, book-of-business management, regulatory compliance

Preferred skills

multilingual ability (Cantonese), coaching peers, strategic outreach, 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 guidance; Partner with Wealth, Home Lending, and Business Banking teams; Champion digital adoption; Advise colleagues on relationship development; Demonstrate risk excellence through accurate documentation and policy adherence

Seniority

Senior, hands-on IC