Premier Relationship Banker - Seattle, WA
About The Position
The Premier Relationship Banker performs Relationship Banker duties by building and maintaining customer relationships across in-person, appointment-based, and virtual channels. 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. It also involves originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening or closing the branch. The banker may occasionally work at other nearby locations. In addition to standard Relationship Banker duties, the Premier Relationship Banker maintains FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. This is a referral-only registered representative role; it does not involve direct investment sales. The role requires active maintenance of registrations and an approved FINRA background check. NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z is required, along with ongoing compliance with applicable legal and regulatory registration requirements.
Requirements
- High school diploma or equivalent.
- Five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
- FINRA SIE, Series 6 (or Series 7), and Series 63 (or Series 66) registrations.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable registration requirements.
- Satisfactory criminal and credit record for applicable registration requirements.
- Approved FINRA background check; hire is contingent upon approval.
Nice To Haves
- Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
- Effective and confident client communication.
- Ability to learn and adapt to new information and technology platforms.
- Experience in financial services and knowledge of the financial services industry, products, and solutions.
- Active listening and excellent problem-solving skills.
- Ability to teach customers how to use digital technology.
Responsibilities
- Build customer relationships and engage customers in person, by appointment, and virtually.
- Assess and address customers’ banking needs and provide counsel suited to their goals.
- Obtain and process customer and account information.
- Explain and educate customers about available deposit and loan products and services.
- Recommend banking solutions based on each customer’s needs and goals.
- Originate and close consumer loans.
- Open customer accounts and provide digital banking solutions.
- Open and/or close the branch.
- Work at other nearby locations on occasion when needed.
- Refer clients to registered representatives in partnership with wealth management teams.
- Actively maintain required FINRA registrations and meet defined referral-client and wealth-management introduction requirements.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
