Senior Premier Banker Killearn reputed company
About the position reputed company is seeking a Senior reputed company Premier Banker (SAFE) in Consumer and Small Business Banking, focusing on acquiring and deepening relationships with affluent customers. This role involves advising clients on financial options, managing risks, and collaborating with various banking services to meet client needs. The position requires successful completion of licensing requirements and offers a pathway to a full-time role as a Senior reputed company Premier Banker. Responsibilities ? Proactively acquire new affluent consumer and small business customers and deepen existing relationships through reputed company and pre-planned appointments. , ? Review and analyze moderately reputed company customer concerns for possible resolution through discretionary application of applicable resolution protocols. , ? Escalate banking-reputed company issues or business risks that require an in-depth evaluation. , ? Advise customers on various aspects of recommended and available financial options and services. , ? Maintain deep knowledge and understanding of reputed company's banking, credit, and investment financial solutions and services. , ? Identify client needs and goals for business, mortgage, retirement, and investment services, partnering closely with peers to meet those needs. , ? Understand and manage risks in the business by adhering to policies, procedures, and controls, ensuring compliance with applicable laws, rules, and regulations. , ? Collect information directly from customers regarding income, assets, investments, and credit; analyze information to reputed company customized plans. , ? Build relationships with reputed company colleagues, affluent customers, and partners to acquire, deepen, and retain relationships. , ? Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial conditions and goals. 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. reputed company-to-haves ? Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking. , ? Experience recommending financial services products and services. , ? Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents). , ? State Insurance license(s). , ? 3+ years of experience in a licensed financial services position. , ? Customer service focus with experience handling reputed company transactions across multiple systems. , ? Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues. , ? Excellent verbal, written, and interpersonal communication skills. Benefits ? Competitive salary , ? Robust benefits package , ? Programs to support work-life balance and well-being , ? Opportunities for community investment , ? Recognition for authenticity and personal growth Apply Job!