Senior Community Banker

Role Overview

Provides comprehensive banking services to high-net-worth individuals, managing accounts of varying complexity.

Key Responsibilities

• Develops new client relationships by identifying prospect needs, recommending solutions, and closing deals with a high success rate.
• Cross-sells retail and trust services, including credit cards, personal trusts, and financial planning products.
• Acts as a financial advisor, educating clients on financial strategies and matching their needs with suitable products.
• Monitors client information, market trends, and financial plans to identify additional opportunities for value delivery.
• Builds and maintains a portfolio of high-value and high-potential clients.
• Performs additional duties as assigned.

Qualifications

Requires a bachelor's degree and 6-8 years of relevant experience or equivalent education and experience, with the ability to perform all essential duties effectively.