Private Banker I

Jobtailor; Frisco (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Private Banking Relationship Manager in Frisco, TX to manage high-net-worth client relationships and drive growth across loan and deposit portfolios.

You will analyze financial information, refer to other bank lines, and address client needs with a trusted-advisor approach, while collaborating with senior Private Bankers and community partners.

Qualifications

• Bachelor’s degree in business, finance, related field, or relevant job experience is preferred
• 2+ years banking experience with basic sales skills and elevated customer service are preferred
• Experience in the local market required
• Understanding of banking products and services and ability to tailor packages to client needs
• Excellent written and verbal communication skills
• NMLS certification required

Responsibilities

• Manage and service high-net-worth Private Banking customer relationships
• Oversee relationships, acquire new clients, promote Private Banking consumer products, and connect clients with other bank departments
• Assess prospective clients for Private Banking program eligibility and make referrals to other lines of business
• Proactively address client needs through relational selling and a trusted-advisor role
• Review and analyze financial information to determine creditworthiness
• Work with senior-level Private Bankers and representatives from other lines of business
• Build community relationships through business organizations, community events, and nonprofit organizations
• Grow loan and deposit portfolios through new and organic business
• Manage portfolio asset quality and achieve relationship retention, expansion, and advocacy goals
• Participate in educational and development opportunities
• Maintain compliant, complete loan files and complete required compliance training
• Perform other assigned duties

Skills

Private Banking Relationship Mgmt

Client Acquisition

Financial Analysis

Interpersonal Skills

Negotiating Skills

Written Communication

Education

Bachelor’s degree in business/finance or related field

Tools

MS Office Proficiency

Lending Software

Job description

• Manage and service high-net-worth Private Banking customer relationships


• Oversee relationships, acquire new clients, promote Private Banking consumer products, and connect clients with other bank departments


• Assess prospective clients for Private Banking program eligibility and make referrals to other lines of business


• Proactively address client needs through relational selling and a trusted-advisor role


• Review and analyze financial information to determine creditworthiness


• Work with senior-level Private Bankers and representatives from other lines of business


• Build community relationships through business organizations, community events, and nonprofit organizations


• Grow loan and deposit portfolios through new and organic business


• Manage portfolio asset quality and achieve relationship retention, expansion, and advocacy goals


• Participate in educational and development opportunities


• Maintain compliant, complete loan files and complete required compliance training


• Perform other assigned duties

Requirements

• Bachelor’s degree in business, finance, related field, or relevant job experience is preferred


• 2+ years banking experience with basic sales skills and elevated customer service are preferred


• Experience in the local market required


• Understanding of banking products and services and ability to tailor packages to client needs


• Well-developed interpersonal and negotiating skills


• Excellent written and verbal communication skills


• Basic accounting, credit, and sales skills


• Detail oriented and able to multi-task


• Ability to read and interpret procedure manuals, business correspondence, journals, and government regulations


• Ability to analyze financial reports and legal documents


• Ability to write routine reports and business correspondence


• Ability to present information effectively to individuals and groups


• MS Office proficiency


• Proficiency in lending computer software


• NMLS required

Core Competencies

Demonstrates expertise in managing high-net-worth Private Banking customer relationships, with a strong focus on client acquisition, financial analysis, and compliance. Proficient in tailoring banking products to meet client needs while maintaining portfolio asset quality and achieving retention goals.

Highest-signal resume keywords

• Private Banking Relationship Management


• Financial Analysis


• Client Acquisition


• NMLS Certification


• MS Office Proficiency

ATS Optimization Keywords

Hard Skills

• Banking Products Knowledge


• Credit Analysis


• Sales Skills


• Detail Orientation


• Multi-tasking


• Basic Accounting Skills


• Financial Report Analysis


• Legal Document Interpretation


• Routine Report Writing


• Business Correspondence

Soft Skills

• Interpersonal Skills


• Negotiating Skills


• Written Communication Skills


• Verbal Communication Skills

Certifications & Qualifications

• NMLS

Industry Keywords

• Private Banking


• High-Net-Worth Clients


• Client Retention


• Community Relationships


• Compliance Training

Tools & Technologies

• Lending Computer Software