Frostbank
Private Banking Officer II
Leander, TX · Mid
Sponsorship not specifiedDetected 20 days ago
NegotiationFinancial AnalysisTaxCustomer SupportLeadershipCommunicationAdaptabilityUnderwritingProperty & Casualty
About the role
- Job Description It's about caring for the generations ahead.
- Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
- It's about having a flourishing career where you can thrive, both in and out of work.
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)
- Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis
- Develop and maintain excellent working relationship with credit underwriting team
- Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
- Accept special project assignments in support of the private banking group
Requirements
- Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them.
- Bachelor's degree or equivalent work experience
- 5+ years of experience in a customer facing relationship management role, preferably within the financial services industry
- Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
- the ability to transfer license to Frost or obtain license within 60 days
- Experience in managing a portfolio of affluent and high net worth clients
- Proven record of success in cultivating new relationships
Nice to have
- Additional Preferred Skills:
Skills
- Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
- Property and Casualty Insurance license
- Certified Financial Planner designation
- Certified Wealth Strategist designation
- Completion of formal credit training
Compensation
- Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
- At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
Company info
- It's about caring for the generations ahead.
- Are you a customer experience champion?
- At Frost, it's about more than a job.
- At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be.
- In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
- At Frost, it's about being part of something bigger.
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This listing is sourced directly from Frostbank's careers page and normalized into a canonical job model.