Senior Community Banker

Summary 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.