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About the Role
The Premier Banker is responsible for providing sales, service, and execution support for client relationships. This role focuses on growing and maintaining a client portfolio to generate revenue and profit, increasing deposits through relationship deepening and new client acquisition. The position also involves overseeing loan payment processing, promoting bank services, resolving customer inquiries, and opening new accounts.
Responsibilities
- Utilize multiple bank systems to process account activity, determine balances, and resolve problems.
- Build, grow, and maintain a profitable book of business.
- Demonstrate proficiency in Bank products and identify cross-selling opportunities.
- Partner with Financial Advisors to help clients define and achieve financial goals.
- Analyze client's financial resources and position.
- Open new accounts and service existing accounts for personal and commercial customers.
- Manage loan-related reports, including board and monitoring reports.
- Assist in gathering financial statements for credit renewals or reviews.
- Adhere to policies and procedures, complete tasks accurately and on time, and support bank goals.
- Gather consumer identification information per CIP and the USA Patriot Act prior to opening accounts.
- Gather required identification and commercial documentation for Premier Bank customers per CIP.
Requirements
- Must assure compliance with all Bank policies and procedures, and applicable state and federal banking regulations.
- Ability to work independently with limited supervision.
- Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services.
- Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
- Intermediate skills in computer terminal and personal computer operation, mainframe computer systems, and word processing, spreadsheet, and account opening software.
- Intermediate typing skills to meet production needs.
- Basic math skills; ability to calculate interest, balance accounts, and count currency and negotiable instruments accurately.
- Effective verbal, written, and interpersonal communication skills.
- Ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly.
- Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
- Excellent organizational and time management skills.
- Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment.
Skills
- Sales
- Service
- Client Relationship Management
- Deposit Growth
- Loan Payment Processing
- Customer Inquiry Resolution
- Account Opening
- Financial Analysis
- Cross-selling
- Computer Proficiency
- Typing
- Basic Math
- Verbal Communication
- Written Communication
- Interpersonal Communication
- Organizational Skills
- Time Management
- Problem Solving
Work Type
- Full-time
- Exempt
Experience Level
- Minimum of five (5) years banker experience growing client relationships with portfolio management experience preferred
- Work related experience should consist of a financial institution customer service background.
Education Level
- High school diploma or general education degree (GED) required
- Bachelor's degree preferred