CareerPlan

Senior Premier Banker Silicon Peak

SAN JOSE, CA, USFull-time2026-10-20 → 2026-11-11
Based in United StatesNo visa sponsorship

Core

Grow and manage relationships with affluent customers and complex financial needs, serving as the primary point of contact for banking products and services.

Role type

Senior Branch Premier Banker (SAFE)

Builds

Integrated financial solutions across deposits, investments, credit, and home lending for affluent consumers and businesses.

Domain

Financial Services / Retail Banking

Required skills

Relationship acumen, proactive customer engagement, financial strategy development, risk oversight, multi-product guidance, team collaboration, regulatory compliance

Preferred skills

Coaching peers, managing a book-of-business, translating customer goals into actionable recommendations, digital adoption education

Technologies

Digital banking tools, mobile banking platforms

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 delivering 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; Demonstrate risk excellence through accurate documentation and adherence to policies

Seniority

Senior, hands-on IC