Licensed Premier Relationship Banker (Premier Banker)
About the role
This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer’s financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial relationships. This position can be filled as licensed or non-licensed. This position may be filled as a Premier Relationship Banker or a Senior Premier Relationship Banker based on the skills and experience of the selected candidate.
Responsibilities
- Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
- Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
- Engage with customers, prospects and referral sources through proactive outreach.
- When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
- Engage in sales practices that are aligned to create value for both the customer and the bank.
- Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Foster collaborative partnerships that deliver value for customers, prospects and colleagues.