Senior Private Banker for HNW Clients

Frost; Fort Worth (TX); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee wellness program

Referral bonus

Zusammenfassung

Frost is seeking a Private Banking Officer II in Fort Worth to deepen relationships with affluent clients, coordinate with investment, insurance and trust teams, and drive tailored financial plans. You’ll collaborate with specialists to expand client assets and deliver personalized banking solutions.

This role emphasizes leadership within the private banking team, proactive new business development, and a strong client-service orientation in a legacy Texas financial institution.

Qualifikationen

• Bachelor’s degree or equivalent work experience.
• 5+ years in a customer-facing relationship management role, preferably in financial services.
• Knowledge of financial analysis related to personal financial statements and tax returns.
• NMLS license; ability to transfer or obtain within 60 days.
• Understanding of lending practices and loan servicing for personal finance needs.
• Knowledge of Frost’s brokerage, investment management, trust, and insurance offerings.
• Ability to work with limited supervision.
• Experience managing a portfolio of affluent and high net worth clients.
• Proven track record of selling financial products and services.
• Strong interpersonal, calling, sales, and negotiation skills.
• Excellent verbal, written, communication, organizational, and customer service skills.
• Proficient in Microsoft applications.

Aufgaben

• Develop, manage, retain and expand client relationships within affluent to high net worth markets (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; engage in pre-call/post-call planning and strategy review.
• Monitor and manage client’s existing credit relationships by reviewing current loan portfolio regularly.
• Identify and recommend products and services 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 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.

Kenntnisse

Relationship management

Financial analysis

NMLS license

Credit underwriting

Sales & negotiation

Customer service

Portfolio management

MS Office

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

Jobbeschreibung

Frost is seeking a Private Banking Officer II in Fort Worth to deepen relationships with affluent clients, coordinate with investment, insurance and trust teams, and drive tailored financial plans. You’ll collaborate with specialists to expand client assets and deliver personalized banking solutions.

This role emphasizes leadership within the private banking team, proactive new business development, and a strong client-service orientation in a legacy Texas financial institution.