Concierge Private Banking Advisor for HNWI

Trustmark Bank; Houston (TX); On-site; USD 95,000 - 140,000; Full time

Job summary

Trustmark Bank in Houston is seeking a Private Banking professional to coordinate credit approvals and deliver customized wealth solutions to high-net-worth clients. The role supports a team-based approach across credit, deposits, investments, insurance, and fiduciary services.

This position can be filled at Level I or II with expanded responsibilities, requiring strong lending experience, regulatory knowledge, and relationship-building skills within the private banking space.

Qualifications

• Four-year college education or equivalent work experience.
• 5 years banking experience or related work experience to include previous lending experience.
• Knowledgeable of Private Banking and bank financial products and services.
• Strong knowledge of loan products and bank policies.
• Experience with document prep and new accounts systems.
• Familiar with state and federal regulations relating to credit.
• Proven ability to build relationships with high-net-worth clients.
• Superior judgment in loan decisions and ability to handle troubled loans.

Responsibilities

• Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships.
• Services a loan portfolio, including credit and collateral exceptions and past dues.
• Work with partners to provide deposit solutions and other retail services to meet client needs.
• Provide non-bank solutions: planning, investments, insurance, and fiduciary services.
• Coordinate development of new private banking business and call on customers to develop new business.
• Maintain professional community relations to increase visibility and opportunities.
• Provide financial and banking advice through a team approach to Trustmark’s BEST clients.
• Perform additional duties as assigned.

Skills

Private Banking knowledge

Loan underwriting

Relationship building

Sales fundamentals

Regulatory knowledge

Education

Four-year college education or equivalent

Bachelor's degree in Finance/Business

Job description

Trustmark Bank in Houston is seeking a Private Banking professional to coordinate credit approvals and deliver customized wealth solutions to high-net-worth clients. The role supports a team-based approach across credit, deposits, investments, insurance, and fiduciary services.

This position can be filled at Level I or II with expanded responsibilities, requiring strong lending experience, regulatory knowledge, and relationship-building skills within the private banking space.