Prestige Banking Relationship Banker

Key Responsibilities

Use a proactive portfolio growth approach to acquire, service, and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses, and deepening product uptake across lending, transactional, and digital banking.

• Manage and grow an assigned Prestige client portfolio through proactive engagement, needs-based conversations, and consistent relationship building.
• Deepen client banking relationships by identifying opportunities across transactional, lending, digital, and rewards solutions.
• Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants, and specialist teams.
• Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions.
• Action client service requests efficiently across digital, voice, and branch ...