Private Banking Associate - Grow High-Net-Worth Relationships

Simmons Bank; Frisco (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Simmons Bank in Frisco, TX is seeking a Private Banker I to manage relationships with Simmons Private Banking and high-net-worth clients. You will drive new client acquisition, promote Private Banking products, and coordinate with bank departments to deepen client engagement.

Ideal candidates will have a bachelor’s degree in business or finance and 2+ years of banking experience, with strong relationship skills, credit understanding, and the ability to meet growth targets while maintaining

Qualifications

• Bachelor’s degree preferred in business/finance or related field.
• 2+ years banking experience with basic sales and customer service.
• Ability to understand loans, deposits, and Private Banking products.

Responsibilities

• Oversee relationships with Private Banking clients and referrals.
• Acquire new clients and promote Private Banking consumer products.
• Coordinate with other bank departments to enhance client engagement.
• Assess creditworthiness and maintain portfolio quality.
• Meet growth targets and ensure compliance with policies.

Skills

Banking product knowledge

Interpersonal skills

Negotiation skills

Written and verbal communication

Basic accounting/credit/sales

Attention to detail

Reading financial documents

Presenting information

Education

Bachelor’s degree in business/finance/related field

Tools

MS Office

Job description

Simmons Bank in Frisco, TX is seeking a Private Banker I to manage relationships with Simmons Private Banking and high-net-worth clients. You will drive new client acquisition, promote Private Banking products, and coordinate with bank departments to deepen client engagement.

Ideal candidates will have a bachelor’s degree in business or finance and 2+ years of banking experience, with strong relationship skills, credit understanding, and the ability to meet growth targets while maintaining