Premier Banker

Location: On site at location listed in job posting. 

Summary: 

The Licensed Relationship Banker is a trusted advisor who delivers exceptional client service, deepens relationships, and grows the branch through consultative guidance.

In this role, you proactively engage clients to understand their goals, recommend tailored banking and investment solutions, open and service accounts, support digital adoption, and partner with specialists.

Working in line with local market dynamics, you apply knowledge of loans, deposits, investments, insurance, and other banking products to deliver an integrated, seamless client experience while maintaining operational excellence and compliance.

Essential Duties and Responsibilities: 

•    Manage and grow a portfolio of clients by deepening existing relationships and acquiring new ones.
•    Proactively meet with clients in person and by phone to build lasting relationships, discover needs, and tailor           product and service recommendations.
•    Thoroughly understand each client’s financial situation, goals, and needs.
•    Recommend and deliver customized solutions — including credit, deposits, investments, insurance, and other        products — partnering with internal specialists.
•    Open and service consumer and small business accounts; support clients with digital banking enrollment and        self-service tools for 24/7 access.
•    Originate and process consumer credit requests; refer complex or specialized needs (e.g., mortgage, wealth,             small business) to the appropriate partner and coordinate warm handoffs.
•    Drive growth through deposits, loans, investments, insurance, and fee income.
•    Collaborate with cross-functional partners — including Credit, Treasury Management, Wealth, and specialty             banking team partners — to deliver an integrated client experience.
•    Build pipeline through outreach, appointments, and disciplined follow-up.
•    Educate clients on digital tools and financial well...