Senior Preferred Banker

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POST DATE 8/25/2016
END DATE 12/19/2016

ACS San Francisco, CA

San Francisco, CA
AJE Ref #
Job Classification
Full Time
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The Senior Preferred Banker is responsible for assisting Relationship Managers in developing and maintaining clients by selling a full range of BANK products and services as well as cultivating and developing a personal portfolio of business. This position is expected to maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business to grow deposit balances in the portfolio. Thorough knowledge of banking operations, cash management and business banking is required. The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment with a strong focus on providing exceptional client service.


- College degree

- Minimum 5+ years of experience in private banking with proven success in cultivating business relationships

- B2B sales

- Business account analysis

- Setup of business products, such as Remote Deposit, ACH, Positive Pay, Treasury

- Knowledge of retail banking policies, regulations, procedures and documentation

- Prospect development skills

- Presentation and negotiation skills

- Clear and concise communications

- Professional appearance


1. Assist Relationship Managers with business development and participating in inside and outside business development calls

2. Open new deposit accounts and ensure a smooth transition for clients joining the bank

3. Obtain all required documents, staying up to speed on all procedural, technology, product and process changes or updates

4. Provide on-going excellent customer service

5. Maintain and grow existing client relationships

6. Thorough knowledge of existing and new bank products as they are released

7. Work with other team members to provide a more efficient sales and workflow environment

8. Generate leads and grow the business through active networking and client referrals

9. Perform duties and responsibilities specific to department functions and activities, and as required by supervisor

10. Adhere to and comply with all federal and state laws, regulations and guidance, including those related to anti-money laundering (Bank Secrecy Act, Patriot Act, Anti-Money Laundering, etc). Identify and report all suspicious activity to the AML officer

11.Know and verify the identity of any customer that enters into a relationship with the bank