Supervise Client Associates, manage operations, improve processes, mentor talent, handle compliance, and liaise with clients. Ensure service quality and support firm initiatives.

The Senior Branch Premier Banker role focuses on acquiring new affluent customers and managing existing relationships, providing financial advice and personalized solutions. Responsibilities include analyzing customer needs, collaborating with banking teams, and ensuring compliance with financial regulations while building strong connections with clients.

The role involves managing a complex portfolio of customer accounts, improving processes, resolving issues, and collaborating with team members to enhance service and compliance.