Senior Premier Banker, Affluent Banking & Wealth
Overview
You will own a defined book of affluent customers in the San Jose area, managing their full financial relationship across deposits, investments, credit, and home lending. You'll lead discovery-driven conversations to translate goals into tailored strategies, partnering with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions. With 5+ years in financial services and FINRA Series 6/63 licenses, you'll thrive in a role that blends proactive acquisition with deep relationship management. This position offers a clear path to career growth, backed by one of the most recognized brands in banking and a top-five LinkedIn workplace.
What You'll Do7
- 1Acquire new affluent customers and deepen existing relationships through strategic outreach, referrals, and pre-planned appointments
- 2Lead discovery conversations to understand financial goals and deliver tailored banking and credit strategies that drive balanced growth across deposits, lending, and investments
- 3Serve as the primary financial partner, providing ongoing reviews and multi-product guidance across life stages
- 4Partner with Wealth, Home Lending, and Business Banking to convert qualified opportunities into closed outcomes
- 5Champion digital adoption by educating customers on self-service and mobile banking options
- 6Advise branch colleagues on relationship development and complex client management
- 7Demonstrate risk excellence through accurate documentation, sound judgment, and timely escalation
Requirements8
- 14+ years of customer service experience, or equivalent
- 23+ years building and maintaining effective customer relationships
- 33+ years recommending financial products and services
- 43+ years in a licensed financial services position
- 5Successfully completed FINRA Series 6 and 63 exams (or equivalents) ready for immediate registration
- 6Active State Insurance license(s)
- 7Ability to work Saturdays
- 8Willingness to obtain FINRA Series 65 where state regulations require it
Salary Insight
$77 - $135k per year
Location
Required Skills
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