Premier Banker (Business Development)
Job Summary
As a Premier Banker, you will be in a strategic sales-focused position responsible for identifying, developing, and acquiring new consumer deposit relationships within assigned markets. This role enhances relationships with our market teams and Regional Retail Managers, driving deposit growth through proactive outreach, community engagement, and targeted sales efforts. Your role focuses on building long-term relationships, providing personalized financial solutions, and proactively engaging with local organizations, businesses, and events to generate new business opportunities. The ideal candidate is a highly motivated, results-driven banking professional with a passion for growing consumer portfolios and fostering strong client relationships.
Essential Functions
- Proactively source and acquire new consumer and small business deposit relationships through outbound calling, networking, referrals, and community involvement.
- Execute local market strategies to attract new clients, with an emphasis on checking, money market, and CD products.
- Identify and pursue opportunities for portfolio growth through internal and external referrals.
- Actively participate in local community events, nonprofit initiatives, and networking functions to build brand awareness and develop new client relationships.
- Build partnerships with local businesses, professional groups, and centers of influence to expand referral networks.
- Transition newly acquired clients to branch teams for long-term servicing, while maintaining an ongoing relationship to encourage retention and referral activity.
- Maintain proactive communication with clients to ensure satisfaction and identify evolving financial needs.
- Work closely with business bankers, ag bankers, insurance producers, mortgage bankers, trust officers and branch staff to deliver a seamless client experience.
- Refer clients to appropriate internal partners based on identified opportunities and customer requests.
- Ensure all client interactions and transactions comply with internal policies, procedures, and regulatory standards.
- Maintain accurate and timely documentation in the client relationship management (CRM) system.
Performance & Reporting
- Meet or exceed quarterly deposit growth targets and activity benchmarks.
- Maintain accurate pipeline reporting, tracking acquisition activities and the overall client onboarding progress.
- Analyze local market trends and customer feedback to recommend enhancements to retail product/service offerings.