Senior Community Banker

< h5> < span style="color: rgb(0, 0, 0); "> < strong> Location: On site at location listed in job posting< /strong> < /span> < /h5> < p> < span style="color: rgb(0, 0, 0); "> < strong> Summary< /strong> < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.& nbsp; < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Essential Duties and Responsibilities< /strong> < /span> < /p> < ul> < li> < span style="color: rgb(0, 0, 0); "> Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.< /span> < /li> < li> < span style="color: rgb(0, 0, 0); "> Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.< /span> < /li> < li> < span style="color: rgb(0, 0, 0); "> Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.< /span> < /li> < li> < span style="color: rgb(0, 0, 0); "> Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.< /span> < /li> < li> < span style="color: rgb(0, 0, 0); "> Builds and maintains a portfolio mix of targeted high value and high potential clients.< /span> < /li> < li> < span style="color: rgb(0, 0, 0); "> Performs all other duties as assigned< /span> < /li> < /ul> < p> & nbsp; < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Qualifications< /strong> < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: < /span> < /p> < ol> < li> < span style="color: rgb(0, 0, 0); "> Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience< /span> < /li> < /ol>