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Become A Senior Banker

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Working As A Senior Banker

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $71,550

    Average Salary

What Does A Senior Banker Do At Compass Group, North America

* May oversee the cooking activities of food service associates as assigned by Food Service Director.
* Prepares various entrees and menu items following established recipes.
* Operates and cleans equipment after each use.
* Performs scheduled routine cleaning.
* Stores, labels and dates food items according to policy.
* Helps maintain organized storage of dry goods and refrigerated and frozen products.
* Follows HACCP guidelines to ensure quality and safety of food supply.
* Complies with federal, state and local health and sanitation regulations and department sanitation procedures.
* Assists Food Service Director in maintaining accurate daily production records and completes all required documentation, reports, and logs as assigned.
* Assists in the cross training of employees.
* Performs other duties as assigned.
* About Compass Group: Achieving leadership in the foodservice industry
* Compass Group is an equal opportunity employer.
* At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
* Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation.
* Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position.
* While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
* Req ID

What Does A Senior Banker Do At Ascension Health

* Supports policies, procedures and protocols for testing performed in a defined laboratory section.
* Oversees the daily production and activity in the laboratory and facilitates workflow.
* Supports quality control testing, instrument maintenance and troubleshooting in a defined laboratory section.
* Defines analytic accuracy, precision, sensitivity and reference ranges for test methods in a defined laboratory section.
* Functions as technical expert making critical decisions for College of American Pathologists (CAP) accredited blood bank.
* Performs diagnostic/analysis testing of specimens; interprets, documents and reports test results.
* Performs quality control testing, instrument maintenance and troubleshooting.
* The above is intended to describe the general nature and level of work performed by people assigned to this classification; it is not to be construed as an exhaustive statement of duties, responsibilities or qualifications for people so classified, and it is not intended to limit or modify in any way, the right or any supervisor to assign, direct and control the work of employees under his/her supervision

What Does A Senior Banker Do At Sterling Bank & Trust

* Schedules and coordinates audit work from a plan prepared by the Director of Internal Audit.
* Responsible for assisting in the audit planning process under the direction of the Audit Director or Audit Manager.
* Responsible for executing and documenting audit program tests for financial and operational audits.
* Responsible for analyzing and evaluating the adequacy of design and effectiveness of internal controls.
* Responsible for completing work within defined plans, budgets, and schedules.
* Responsible for the initial determination of audit issues, analyzing the root cause, and making practical recommendations for improving operations and the financial position of company.
* Prepare the draft audit report based on review of the issues and management's response to the findings.
* Discusses results of audits with the manager/director in charge of operation under audit.
* Keeps the Director of Internal Audit informed of progress and/or difficulties in carrying out the audit function.
* Follow-up on outstanding audit findings with department management, and present items to the Audit Director for closure.
* May conduct special studies for management such as those required to discover mechanics of detected fraud and to develop controls for fraud prevention.
* Other duties may be assigned.
* This job has no supervisory responsibilities.
* Position Requirements

What Does A Senior Banker Do At Fifth Third Bank

* Prospects for clients by sourcing and building own pipeline of clients/opportunities.
* Earns referrals from clients and internal business partners and Center of Influence (COI).
* Partners with the WMA, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities.
* Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services based on client goals.
* Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor.
* Demonstrates highly developed sales, client contact, and relationship management skills including development of targeted business plans and achieves annual target sales goal of $100,000 - $150,000 and annual revenue of $1,300,000 - $2,500,000.
* Utilizes CRM to appropriately track prospects to close.
* Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered.
* Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process.
* Ensures service standards and metrics are met based on client banking needs and segmentation (e.g. ultra-affluent, inherited wealth, etc.).
* Collaborates with WMA to deliver advanced planning techniques.
* Partners with internal and external service providers including, Centers of Influence (e.g. attorney, accountant), to optimize Life360 effectiveness and efficiency.
* Takes ownership for resolving client's banking issues.
* Provides client with current industry trends and commands a thorough knowledge of banking products and solutions.
* Challenges and collaborates with the client to articulate and achieve their goals.
* Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship.
* Ensures prospect/client information is appropriately entered, updated, and managed in CRM.
* Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. stock option financing, unique assets, customized loans, etc.).
* Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements, and maintaining current loan ratings.
* Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality.

What Does A Senior Banker Do At M & T Bank

* Proactively contact existing customers & prospects
* Acquire, retain & expand existing relationships
* Maximize depth & profitability of the customer relationship
* Work closely with internal partners in Wealth and Commercial Lending
* Understand and identify credit and investment needs of high net worth clients and offer customized solutions.
* Follows market trends and developments to increase the Bank’s business in established and developing markets
* Participates in civic and cultural organizations

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How To Become A Senior Banker

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Senior Banker jobs

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Senior Banker Career Paths

Senior Banker
Assistant Branch Manager Branch Manager General Manager
Account Manager
5 Yearsyrs
Assistant Manager Sales Manager Personal Banker
Banking Center Manager
5 Yearsyrs
Assistant Vice President Office Manager Operations Manager
Branch Manager
6 Yearsyrs
Manager District Manager Loan Officer
Branch Manager/Loan Officer
5 Yearsyrs
Assistant Manager Billing Specialist Credit Analyst
Credit Manager
5 Yearsyrs
Operations Specialist Operations Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Branch Manager Account Executive Sales Manager
General Manager
7 Yearsyrs
Finance Advisor Finance Analyst Account Manager
Major Account Manager
7 Yearsyrs
Finance Advisor Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Loan Officer Account Executive Sales Manager
Operations Manager
7 Yearsyrs
Office Manager Service Representative Account Manager
Sales Account Manager
6 Yearsyrs
Branch Manager General Manager Account Executive
Sales Manager
5 Yearsyrs
Manager Service Manager Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Loan Officer Branch Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Office Manager Account Manager Sales Manager
Senior Sales Manager
7 Yearsyrs
Co-Manager Operations Manager Account Executive
Strategic Accounts Manager
9 Yearsyrs
Co-Manager Office Manager Account Manager
Territory Account Manager
8 Yearsyrs
Assistant Vice President General Manager Account Executive
Territory Sales Manager
7 Yearsyrs
Operations Specialist Account Manager Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Assistant Branch Manager Assistant Vice President
Vice President And Manager
10 Yearsyrs
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Senior Banker Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Russian

  • Arabic

  • Bulgarian

  • Chinese

  • Mandarin

  • German

  • Romanian

  • Georgian

  • Serbian

  • Urdu

  • Polish

  • Korean

  • Hmong

  • Italian

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Senior Banker

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Senior Banker Education

Senior Banker

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Real Senior Banker Salaries

Job Title Company Location Start Date Salary
Senior Banker Jpmorgan Chase & Co. New York, NY Oct 03, 2011 $250,000
Senior Private Banker Banco ITAU Europa International Miami, FL Dec 10, 2012 $165,000
Director, Senior Banker Westlb AG New York, NY Dec 09, 2011 $165,000
Senior Private Banker Banco ITAU Europa International Miami, FL Jun 24, 2010 $160,000

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Top Skills for A Senior Banker


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Top Senior Banker Skills

  1. Sells/Cross-Sells Bank Products
  2. Financial Needs
  3. Loan Applications
You can check out examples of real life uses of top skills on resumes here:
  • Open accounts, handles teller transactions, sells/cross-sells bank products and services, and resolves complex customer service issues.
  • Analyzed customers financial needs and recommended financial services while upholding strong business integrity.
  • Perform tasks such as opening deposit accounts, taking loan applications; maintain filing system for loan documentations and signature cards.
  • Keep informed of laws and regulations that affect compliance issues relating to banking products and services.
  • Assisted with loans, credit cards, and foreign exchange business for business customer with a supervisor.

Top Senior Banker Employers