Client Banker

Strive Solutions; Frederick (MD); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Strive Solutions is seeking a Premier Client Banker in Frederick, MD, to serve high-value clients with tailored banking, lending, and cash management solutions. You will deepen client relationships through ongoing financial reviews and proactive outreach, coordinating with wealth, mortgage, and business banking partners to deliver comprehensive outcomes.

The role emphasizes strong relationship management, deep product knowledge, and a proactive, compliance-minded approach to risk.

Competenze

• Strong relationship management and client-facing communication skills.
• Solid knowledge of banking, lending, and cash management concepts.
• Ability to analyze financial information, identify opportunities, and deliver tailored recommendations.
• Strong compliance mindset and risk awareness.
• Comfort using digital tools to support service quality and portfolio growth.

Mansioni

• Assess client needs and recommend appropriate solutions using a broad product suite and digital tools.
• Grow and maintain a premier client portfolio while managing risk effectively.
• Coordinate with internal partners (wealth, mortgage, business banking) to support comprehensive client outcomes.
• Ensure adherence to compliance requirements and uphold ethical standards.
• Provide exceptional customer service aligned with a performance-driven, community-focused culture.

Conoscenze

Relationship Mgmt

Client-facing communication

Banking knowledge

Lending & cash mgmt

Financial analysis

Compliance mindset

Digital tools

Descrizione del lavoro

Premier Client Banker

Serve high-value clients by delivering tailored banking, lending, and cash management solutions. Deepen client relationships through ongoing financial reviews, proactive outreach, and collaboration with wealth, mortgage, and business banking partners.

Key Duties

• Assess client needs and recommend appropriate solutions using a broad product suite and digital tools.


• Grow and maintain a premier client portfolio while managing risk effectively.


• Coordinate with internal partners (wealth, mortgage, business banking) to support comprehensive client outcomes.


• Ensure adherence to compliance requirements and uphold ethical standards.


• Provide exceptional customer service aligned with a performance-driven, community-focused culture.

Qualifications & Skills

• Strong relationship management and client-facing communication skills.


• Solid knowledge of banking, lending, and cash management concepts.


• Ability to analyze financial information, identify opportunities, and deliver tailored recommendations.


• Strong compliance mindset and risk awareness.


• Comfort using digital tools to support service quality and portfolio growth.