Premier Banker
About The Position
The Premier Banker is responsible for delivering a high‑quality, consultative banking experience to clients by providing personalized financial planning, product recommendations, and comprehensive relationship management. The role requires strong knowledge of banking products, excellent communication and sales skills, and at least three years of client service or sales experience. Key duties include opening accounts, processing loan requests, conducting financial reviews, identifying cross‑sell opportunities, generating new business, and collaborating with wealth management, private banking, and retail teams to ensure seamless service. Guided by Fidelity’s Model Experience, the Premier Banker works across in‑person, phone, email, and virtual channels to support clients’ financial goals, strengthen long‑term relationships, and contribute to the bank’s growth and retention objectives. A valid PA Life, Accident, and Health License is required for this role.
Requirements
- Strong knowledge of banking products
- Excellent communication skills
- Excellent sales skills
- At least three years of client service or sales experience
- Valid PA Life, Accident, and Health License
Responsibilities
- Delivering a high‑quality, consultative banking experience to clients
- Providing personalized financial planning
- Providing product recommendations
- Comprehensive relationship management
- Opening accounts
- Processing loan requests
- Conducting financial reviews
- Identifying cross‑sell opportunities
- Generating new business
- Collaborating with wealth management, private banking, and retail teams to ensure seamless service
- Supporting clients’ financial goals
- Strengthening long‑term relationships
- Contributing to the bank’s growth and retention objectives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
