The bank for a changing world

Premier Banker (licensed) - Oakland (Montclair), CA

Contract

Full-time

Location

United States-California-Oakland

Job function

Sales

Reference

026901

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
 
 
Position Summary
 
Responsible for developing and selling new investment and banking products through leads generated in a dedicated portfolio of high opportunity existing bank clients as well as referrals from internal partners and existing clients.  The Premier Banker is located in the Bank of the West branch network and partners with Wealth Management Group.
 
Position Accountabilities
 
  1. Works with a dedicated portfolio of clients to identify needs and sell investment, deposit and loan growth opportunities
  2. Responsible for managing the full relationship of customer between the banking and brokerage.
  3. Reviews and advises clients on investment needs and utilizes brokerage systems and product sets to meet identified needs
  4. Opens core banking products and services based on client need through thorough needs analysis and review
  5. Work within the multi-channel Wealth Advisory model to refer clients based on need and level of service
  6. Consistently meet minimum sales and service scorecard goals balanced between banking and brokerage responsibilities
  7. Participates in events that demonstrate support for the community and increase business opportunities for the Bank.
  8. Complies with all policies/procedures related to the new account process and investment account opening and suitability standards.
  9. Completes documentation necessary to open/maintain new consumer and business deposit accounts.
  10. Completes all licensing and training including new hire and continuing education requirements per bank and broker-dealer standards.
  11. Performs other duties as assigned.

 

 

*LI-KH1


Required Education or Equivalent Experience
  • High School Diploma or GED Required
  • Bachelor’s Degree preferred
  • Required license(s) or certification(s) Series 7, 63, 65 (or 66 in lieu of 63 & 65), life and health
     
Required Experience
  • 2 years of  experience of functional/professional experience
 
Level Supervised
  • None
     
Travel
  • Occasionally
     
Physical Requirements
  • Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking
 
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.