Senior Premier Banker

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

Posted 10/23/2026full-timeBedford • Texas • United StatesSeniorWebsite

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Conduct discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Provide comprehensive, multi-product financial guidance and ongoing reviews
Manage and grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Champion digital adoption by educating customers on self-service and mobile banking
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
Open accounts, handle service requests, and provide seamless everyday banking support

What you’ll need

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
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 (or equivalent) required within a specified period for the listed states, including Texas
State Insurance license(s), active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
This position is not eligible for Visa sponsorship

Comp & perks