How to become a Premier Banker

A Financial Premier Banker manages and deepens relationships with mass affluent and high-net-worth clients. Serving as the primary point of contact, they provide advice-based banking, credit, and basic investment solutions, while proactively collaborating with specialized partners in Wealth Management, Mortgage, and Business Banking to meet complex client needs.

Top Skills Required

  • Relationship Management
  • Portfolio Management
  • Financial Needs Analysis

Education & Certifications

Typical: High School Diploma or GED required; Bachelor's degree preferred.

Alternative paths:

  • Equivalent work experience in financial services