Senior Commercial Private Banker: Relationship & CRE Expert

BankUnited; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

BankUnited in Dallas, TX is seeking a seasoned Commercial Private Banker to build and manage a portfolio of commercial and CRE clients. You will deliver banking solutions including lending, deposits and treasury services while maintaining high-touch client relationships.

You will collaborate with internal teams, identify opportunities, and ensure compliant, proactive financial guidance to maximise revenue and client satisfaction.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• 10+ years of direct experience in commercial/private banking or related client-facing role.
• Proven track record of business development and portfolio management in the commercial segment.
• Experience in Commercial Real Estate preferred.

Responsibilities

• Develop and manage a portfolio of business clients, including commercial, middle-market, and CRE borrowers / non-borrowers.
• Deliver customized deposit solutions and treasury management products to optimize client cash flow and liquidity.
• Proactively identify and pursue new business opportunities through networking, referrals and direct prospecting.
• Serve as the primary point of contact for assigned clients, offering high-touch service and strategic financial advice.
• Identify cross-sell opportunities and work closely with product partners to deliver comprehensive financial solutions.
• Collaborate with support, credit, underwriting, product specialists, and internal partners to provide seamless onboarding and servicing.
• Authorizes or rejects overdrafts in depository account within established authorities.
• Advises customers concerning business management and financial matters and builds long-term advisory relationships.
• Maintain deep knowledge of market trends, competitor offerings, and regulatory changes.
• Uphold the bank's risk management standards and ensure compliance with policies and regulations.
• Prepares and delivers clear, effective and professional presentations.
• Keeps abreast of local and national economic, financial, political and legislative events and climates affecting the division.
• Maintains professional and community relations to increase visibility and new business opportunities.

Skills

Relationship building

Business development

Portfolio management

Commercial lending

Treasury management

Education

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

Job description

BankUnited in Dallas, TX is seeking a seasoned Commercial Private Banker to build and manage a portfolio of commercial and CRE clients. You will deliver banking solutions including lending, deposits and treasury services while maintaining high-touch client relationships.

You will collaborate with internal teams, identify opportunities, and ensure compliant, proactive financial guidance to maximise revenue and client satisfaction.