The Premier Relationship Banker performs Relationship Banker duties by building customer relationships and engaging clients in person, by appointment, and virtually, while using a digital-first approach. The role assesses customers’ banking needs, obtains and processes customer and account information, explains deposit and loan products and services, and recommends solutions aligned with each customer’s goals. Responsibilities include originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. The banker must be willing to work occasionally at other nearby locations. In addition, the position maintains FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. It is a referral-only registered representative role; the banker does not make direct investment sales. The role requires active maintenance of the relevant registrations to meet defined referral-client and wealth-management-introduction expectations. Hire is contingent on an approved FINRA background check.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED