Senior Premier Banker Anaheim Hills
Core
Grow and manage relationships with affluent customers and complex financial needs by 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
Consumer Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
relationship acumen, strategic outreach, financial strategy development, multi-product guidance, risk oversight, book-of-business management, regulatory compliance
Preferred skills
coaching peers, proactive sourcing, digital adoption advocacy, complex client needs management
Technologies
digital banking tools, mobile banking platforms
Responsibilities
Acquire new affluent customers and deepen existing relationships through strategic outreach and appointments; Lead discovery-driven conversations to deliver tailored banking and credit 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 by educating customers on self-service options; Advise colleagues on relationship development and complex client needs; Demonstrate risk excellence through accurate documentation and policy adherence
Seniority
Senior, hands-on IC