Senior Private Banking Relationship Banker

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

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.