Senior Private Banker for HNW Client Relationships

Frost; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Job summary

Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service delivery.

The ideal candidate has a bachelor's degree or equivalent experience, 5+ years in relationship management, and a strong financial background. Frost offers exceptional banking, investment, and insurance services throughout Texas.

Qualifications

• 5+ years of experience in a customer-facing relationship management role.
• Proven record of success in cultivating new relationships.
• Ability to perform with limited supervision.

Responsibilities

• Develop and expand client relationships within affluent markets.
• Generate a minimum of $4.5 million in new business quarterly.
• Monitor and manage existing credit relationships.

Skills

Customer relationship management

Financial analysis

Sales and negotiation skills

Interpersonal communication

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft applications

Job description

Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service delivery.

The ideal candidate has a bachelor's degree or equivalent experience, 5+ years in relationship management, and a strong financial background. Frost offers exceptional banking, investment, and insurance services throughout Texas.