Senior Premier Banker

Jobtailor; Oakland (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Senior Branch Premier Banker to cultivate high-value relationships and guide clients through deposits, lending, and investments. You will lead conversations to uncover goals, deliver tailored financial solutions, and collaborate with Wealth, Home Lending, and Business Banking teams.

The role emphasizes maintaining compliant documentation, ongoing reviews, and proactive outreach to expand a defined book of business while staying licensed and ready for advancement.

Qualifications

• 4+ years of customer service experience or equivalent.
• 3+ years building and maintaining customer relationships.
• 3+ years experience recommending financial products.
• Experience translating customer goals into actionable recommendations.
• Experience sourcing and deepening customer relationships through proactive outreach.
• Experience managing a book of business across deposits, lending, and investments.
• Experience coaching or supporting peers.
• Financial services industry experience in consumer, home lending, business banking, or investments.
• 3+ years in a licensed financial services position.
• SAFE registration required at the time of employment.
• FINRA Series 6 and 63 exams or equivalents for immediate registration.
• State insurance licenses active or up-to-date.
• SIE exam completed (for qualifications earned after Sep 2018).
• Not eligible for visa sponsorship.

Responsibilities

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and customer appointments.
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking strategies.
• Serve as the primary financial partner, providing multi-product guidance and ongoing reviews.
• Grow and manage a defined book of business across deposits, lending, and investments.
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners.
• Educate customers on self-service and mobile banking options.
• Advise branch colleagues on relationship development and complex client needs.
• Maintain accurate documentation, exercise sound judgment, elevate issues, and adhere to policies and regulations.
• Complete licensing requirements and SAFE registration to transition from LP to Senior Branch Premier Banker.

Skills

Customer Relationship Management

Financial Product Recommendations

Proactive Outreach

Documentation Management

Coaching And Supporting Peers

Regulatory Compliance

Education

FINRA Licences

State Insurance License

SIE Exam

Tools

Mobile Banking Solutions

Self-Service Banking Options

Job description

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and customer appointments


• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies


• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews


• Grow and manage a defined book of business across deposits, lending, and investments


• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners


• Educate customers on self-service and mobile banking options


• Advise branch colleagues on relationship development and complex client needs


• Maintain accurate documentation, exercise sound judgment, elevate issues, and adhere to policies and regulations


• Complete licensing requirements and SAFE registration to transition from the temporary LP role to the Senior Branch Premier Banker (SAFE) role

Requirements

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education


• 3+ years of experience building and maintaining effective relationships with customers and partners


• 3+ years of experience recommending products and services


• Experience recommending financial products and translating customer goals into clear, actionable recommendations


• Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships


• Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments


• Experience coaching or supporting peers


• Financial services industry experience in consumer, home lending, business banking, or investments


• 3+ years of experience in a licensed financial services position


• FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration


• State Insurance license(s)


• Active or timely completion of required FINRA licenses and state insurance licenses


• SIE exam required for FINRA qualifications earned after September 30, 2018


• SAFE registration required at the time of employment


• Must meet enhanced financial fitness and criminal background standards


• Loan Originators must meet LO/CFPB requirements


• Ability to work a schedule including most Saturdays


• Not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions, and managing a diverse book of business across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory standards while delivering exceptional customer service.

Highest-signal resume keywords

• Customer Relationship Management


• Financial Product Recommendations


• Book Of Business Management


• FINRA Series 6 And 63


• SAFE Registration

Hard Skills

• Customer Service Experience


• Financial Services Experience


• Product Knowledge


• Relationship Development


• Documentation Management
  
• Proactive Outreach


• Coaching And Supporting Peers


• Planning Conversations


• Loan Originator Requirements


• Regulatory Compliance

Soft Skills

• Effective Communication


• Judgment


• Problem Solving


• Collaboration


• Customer Education

Certifications & Qualifications

• State Insurance License


• FINRA Licences


• SIE Exam

Industry Keywords

• Consumer Banking


• Home Lending


• Business Banking


• Investments


• Financial Fitness Standards


• Criminal Background Standards

Tools & Technologies

• Mobile Banking Solutions


• Self-Service Banking Options