Market Leader / Senior Community Banker
RoShay Services · Asheville, NC · 3 wk ago
FinanceFull-time
About the role
Develop and manage a high-value client portfolio in a banking environment, providing tailored financial solutions and building long-term relationships.
Responsibilities
- Manage and grow a portfolio by deepening existing relationships and acquiring new clients through proactive outreach.
- Serve as a trusted financial advisor, understanding clients’ financial goals and needs.
- Recommend and deliver customized solutions, including credit, deposits, and other banking products.
- Lead client conversations with advanced credit knowledge and structure complex banking solutions.
- Collaborate with internal teams such as Credit, Treasury Management, and Wealth Partners for integrated service delivery.
- Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
- Drive growth through deposits, loans, and fee income, meeting sales and retention objectives.
- Maintain community presence to generate referrals and foster new relationships.
- Stay informed on market trends affecting clients and monitor portfolio changes for risk management.
- Ensure compliance with regulations and internal policies, completing required training.
- Act as a peer mentor and promote team collaboration and organizational values.
- Perform additional duties as assigned.
Qualifications
Bachelor’s degree or equivalent experience with 10+ years in related fields. Note: No specific licenses or certifications are required for this role.
Skills
- Proficiency in Microsoft Office
- Strong credit, client relationship, and communication skills
- Ability to structure complex financial solutions