Private Banking Relationship Manager II

Frost; Marble Falls (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness program

Referral bonus

Job summary

Frost is seeking a Private Banking Officer II to steward relationships with affluent clients in Texas, delivering tailored financial guidance and coordinating with investments, insurance, and advisors to build comprehensive plans.

You will lead a team-focused approach, delivering strategic lending, wealth management, and personal finance services while driving new business and maintaining exceptional client service.

Qualifications

• Five+ years in a customer-facing relationship management role within financial services.
• Working knowledge of personal financial statements and personal income tax returns.
• NMLS license or the ability to transfer license to Frost or obtain a license within 60 days.
• Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs.
• Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups.
• Ability to perform with limited supervision.
• Experience managing a portfolio of affluent and high net worth clients.
• Demonstrated capacity to sell products and services within the financial services industry.
• Proven record of success in cultivating new relationships.
• Outstanding interpersonal, calling, sales, and negotiation skills.
• Excellent verbal, written, and customer service skills.
• Proficient in Microsoft computer applications.

Responsibilities

• Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
• Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
• Actively make sales calls to clients and prospects, engaging in pre-call/post-call planning and strategy review
• Monitor and manage client’s existing credit relationships by reviewing the current loan portfolio on a regular basis
• Identify and recommend products and services best suited to meet clients’ needs
• Develop and maintain excellent working relationships with the credit underwriting team
• Participate in community and professional activities to enhance Frost’s image and expand your personal network of business contacts
• Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
• Provide leadership within the private banking team while remaining a team player
• Accept special project assignments in support of the private banking group

Skills

Relationship management

Financial analysis

NMLS license

Lending knowledge

Portfolio management

Sales & negotiation

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Frost is seeking a Private Banking Officer II to steward relationships with affluent clients in Texas, delivering tailored financial guidance and coordinating with investments, insurance, and advisors to build comprehensive plans.

You will lead a team-focused approach, delivering strategic lending, wealth management, and personal finance services while driving new business and maintaining exceptional client service.