Senior Premier Banker Golden Gate Financial District
Core
Grow, deepen, and manage relationships with affluent customers and those with complex financial needs as their primary point of contact for banking products and services.
Role type
Senior Branch Premier Banker (Financial Advisor)
Builds
Integrated financial solutions across deposits, investments, credit, home lending, and business banking for affluent consumers and businesses.
Domain
Financial Services / Banking
Required skills
Relationship management, proactive customer acquisition, financial strategy development, multi-product guidance, risk oversight, team collaboration, digital adoption advocacy, regulatory compliance.
Preferred skills
Coaching peers, managing a book-of-business, translating customer goals into actionable recommendations, financial services industry experience.
Technologies
Digital banking tools, mobile banking platforms, goals-based planning software.
Responsibilities
Proactively acquire new affluent consumer and business customers; lead discovery-driven conversations to deliver tailored banking and credit strategies; serve as the primary financial partner for ongoing reviews; partner with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions; champion digital adoption by educating customers on self-service options; advise colleagues on relationship development; demonstrate risk excellence through accurate documentation and adherence to policies.
Seniority
Senior, hands-on IC