Private Banking Banker III

Origin Bank; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits package

Professional development opportunities

Health and wellness programs

Job summary

A prominent financial institution in Dallas, Texas seeks an experienced Private Banking Relationship Banker III. This role involves managing and developing profitable relationships with high net worth clients, focusing on loans, investments, and financial services. Ideal candidates will have a Bachelor's degree and at least 10 years of experience in client relations and private banking. Join us to empower clients and make a meaningful impact in their lives.

Qualifications

• Minimum 10 years of experience in client relations and private banking.
• Strong knowledge of federal/state banking laws.
• Ability to analyze financial data and assess creditworthiness.

Responsibilities

• Manage client financial relationships, loans, and investments.
• Develop new business by contacting prospects.
• Monitor loan repayment activities and collect from past due accounts.

Skills

Client relations

Credit analysis

Sales experience

Commercial banking knowledge

Financial product knowledge

Education

Bachelor's degree in Finance, Business, or related field

Job description

Private Banking Relationship Banker III page is loaded## Private Banking Relationship Banker IIIremote type: On-Sitelocations: Dallas, Texas 75225time type: Full timeposted on: Posted 2 Days Agojob requisition id: R-2304# ***Your Career. Your Story. Let's Write the Next Chapter Together.***At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.**Job Description**Develops and manages profitable deposit, loan, investment, and any other financial relationships with a high net worth/professional client base in the applicable market. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability by performing the following duties.Word**Duties and Responsibilities** include the following.* Establishes, coordinates, and manages client’s financial relationships, including but not limited to consumer/commercial loans, business purpose loans, personal/business checking accounts, time deposits, personal/business Investment options, and cash management services.* Interviews loan applicants, collects financial and related data, and analyzes related data to determine the general creditworthiness of the prospect as well as the merits of the loan request.* Establishes and negotiates, when necessary, the terms under which credit will be extended, including the costs, repayment method, payment schedule, and collateral requirements.* Monitors loan repayment activities and takes necessary action to collect from past due accounts.* Develops new business by contacting prospects and customers.* Follows up on specific leads offering business development opportunities, promoting the bank’s services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting.* Works with Commercial Relationship Bankers in acquiring and servicing large commercial relationships.* Prepares loan documents and opens new accounts when necessary.* Partners with other Origin businesses (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.* Maintains an active role in community affairs by participation in community organizations/projects to improve the bank’s visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank.* Serves as a client relationship representative to all Origin customers by listening, researching, and complaint/inquiry resolution as needed.* Promotes bank services and products to improve client awareness and strengthen community knowledge of Origin’s products.* Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training.**Supervisory Responsibilities** May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education and/or Experience** Bachelor's degree (B. A.) from four-year college or university preferably in Finance, Business, Accounting or related field; minimum ten years strong performance in client relations, private banking, investments, or sales experience; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services. **Physical Demands**While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.**Work Environment**The noise level in the work environment is usually moderate.This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.WordEqual Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.### Build a Career with Purpose at an Award-Winning Workplace!**1. Our Culture is Everything.**We’re passionate about maintaining a workplace where people feel seen, supported, and inspired. We hire top talent, recognize contributions, and foster a team environment centered around delivering exceptional customer experiences.**2. We Invest in You.**From career development and leadership coaching to our Dream Manager and wellness programs, we’re committed to supporting your personal and professional goals—because when you thrive, so do we.**3. Relationships Come First.**Since 1912, our mission has been built on strong relationships with our customers, colleagues, communities and shareholders. Here, you’re empowered to make a real impact and help others achieve their dreams. We’re redefining what it means to work at a bank—by putting people first, challenging expectations, and making banking better.Discover more about our culture, benefits, and employee programs by clicking