Senior Premier Banker Warner Ranch
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 (financial services)
Builds
Integrated financial strategies and customer portfolios
Domain
Banking / Wealth Management
Required skills
relationship acumen, proactive customer engagement, book of business management, multi-product guidance, risk oversight, digital adoption advocacy
Preferred skills
sourcing affluent customers, internal partnership coordination, financial planning, digital tool education
Technologies
mobile banking platforms, self-service digital tools
Responsibilities
Acquire new affluent consumer and business customers, lead discovery-driven conversations to deliver tailored strategies, serve as primary financial partner for ongoing reviews, partner with Wealth/Home Lending teams to convert opportunities, champion digital adoption, advise colleagues on complex client needs, ensure risk compliance and documentation
Seniority
Senior, hands-on IC