Senior Premier Banker Millbrae
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 relationship banker
Builds
Integrated financial solutions for affluent consumers and businesses
Domain
Banking / Financial Services
Required skills
relationship management, financial strategy, product recommendation, customer acquisition, book-of-business management, regulatory compliance
Preferred skills
coaching peers, digital adoption advocacy, cross-functional partnership
Technologies
digital banking tools, mobile banking platforms
Responsibilities
Proactively acquire new affluent customers and deepen existing relationships; 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
Seniority
Senior, hands-on IC