CareerPlan

Senior Premier Banker Livermore

LIVERMORE, CA, USFull-time2026-10-17 → 2026-11-11
Based in United StatesNo visa sponsorship

Core

Senior 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

Customer relationships and a defined book of business

Domain

Financial services / Banking

Deliverable

client delivery

Required skills

relationship acumen, financial strategy, risk oversight, product recommendation, customer acquisition, team collaboration, regulatory compliance

Preferred skills

coaching peers, digital adoption, multi-product guidance

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 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; Demonstrate risk excellence through accurate documentation and policy adherence

Seniority

Senior, hands-on IC