Senior Community Banker

Summary Role Overview Provides comprehensive banking services to high-net-worth clients, managing basic to moderately complex accounts. Key Responsibilities Develops new client relationships by targeting potential customers, identifying their needs, recommending solutions, and closing deals with a high success rate. Cross-sells retail and trust services such as credit cards, personal trusts, investments, and estate planning. Acts as a financial advisor, educating clients on financial strategies and matching their needs with suitable products and services. Monitors client information, financial plans, and market trends to identify new opportunities and enhance client value. Builds and maintains a portfolio of high-value and high-potential clients. Performs additional duties as assigned. Qualifications Bachelor’s degree and 6-8 years of experience or equivalent education and experience.