Senior Premier Banker Valley Gateway
Core
Grow and manage relationships with affluent customers and complex financial needs, delivering integrated banking solutions across deposits, investments, credit, and home lending.
Role type
Senior IC Premier Banker (Financial Advisor)
Builds
Personal book of business for affluent consumers and business clients
Domain
Consumer Banking / Wealth Management
Required skills
Relationship management, financial strategy development, product recommendation, risk oversight, client acquisition, team collaboration, regulatory compliance
Preferred skills
Coaching peers, digital adoption advocacy, multi-product solution design
Technologies
Digital banking platforms, mobile banking tools, CRM systems
Responsibilities
Proactively acquire new affluent customers and deepen existing relationships, lead discovery-driven conversations to deliver tailored financial strategies, serve as primary financial partner for ongoing reviews, partner with Wealth/Home Lending teams to convert opportunities, champion digital adoption, advise colleagues on relationship development, demonstrate risk excellence through accurate documentation
Seniority
Senior, hands-on IC