Private Banking Advisor for High-Net-Worth Clients

Simmons Bank; Sherman (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Simmons Bank is seeking a Private Banker I to deliver comprehensive relationship management for Private Banking clients in the Sherman, TX area. You will drive new client acquisition, promote Private Banking products, and coordinate with other departments to deepen engagement.

Ideal candidates have a bachelor’s degree in business or finance, 2+ years of banking experience with sales and client service, and an active NMLS license.

Qualifications

• Bachelor’s degree in business, finance, or related field preferred.
• 2+ years banking experience with basic sales and elevated customer service.
• NMLS license required.

Responsibilities

• Assess potential client prospects for Private Banking eligibility.
• Refer clients to other lines of business as needed.
• Maintain high level of customer relationship and professionalism.
• Review and analyze financial information for creditworthiness.
• Collaborate with senior Private Bankers and other lines of business.
• Engage with community organizations to deepen relationships.

Skills

Banking product knowledge

Interpersonal skills

Communication skills

Sales skills

Analytical ability

Financial analysis

Attention to detail

Multi-tasking

Education

Bachelor’s degree in business/finance

2+ years banking experience

Local market experience

Tools

MS Office

Lending software

Job description

Simmons Bank is seeking a Private Banker I to deliver comprehensive relationship management for Private Banking clients in the Sherman, TX area. You will drive new client acquisition, promote Private Banking products, and coordinate with other departments to deepen engagement.

Ideal candidates have a bachelor’s degree in business or finance, 2+ years of banking experience with sales and client service, and an active NMLS license.