Senior Premier Banker Buckhead Piedmont
On-site · Atlanta, Georgia, United States
Job Summary
Senior Branch Premier Banker (SAFE) role focused on affluent clients, delivering comprehensive multi-product guidance across deposits, lending, and investments while deepening relationships through proactive outreach, strategic appointments, and collaboration with Wealth, Home Lending, and Business Banking teams. Responsible for proactive discovery to translate customer goals into tailored financial strategies, managing a defined book of business, providing risk-aware guidance, and championing digital adoption to enhance self-service and mobile banking. The position emphasizes building trust, delivering holistic financial solutions, and ensuring compliance with regulations. Role is temporary until licensing; licensed progression to Senior Branch Premier Banker (SAFE) follows licensing completion. Location-based postings in Atlanta, GA.
Required Qualifications
- 4+ years of customer service experience
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- FINRA Series 6 and Series 63 exams (or FINRA equivalents)
- State Insurance license(s) active or to be completed within designated timeframe
- Securities exams: Securities Industry Essentials (SIE) required for certain FINRA qualifications (as applicable)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.