Frost Bank
Private Banking Officer I
Little Elm, TX
Sponsorship not specifiedDetected 75 days ago
NegotiationCustomer SupportCommunicationAdaptabilityUnderwritingProperty & Casualty
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odds of building a lasting career here
40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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 mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
- Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
- Develop and maintain excellent working relationships with the credit underwriting team
- Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
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
- 2+ years in a customer facing relationship management role, preferably within the financial services industry
- Proven record of success in cultivating new relationships
- Ability to promote and cross sell across all lines of business
- the ability to transfer license to Frost or obtain license within 60 days
Nice to have
- Additional Preferred Skills:
Skills
- FINRA Series 7, 63, & Group 1 license.
- Certified Wealth Strategist designation
- Property & Casualty Insurance license
Compensation
- Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass 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
- 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 Frost Bank's careers page and normalized into a canonical job model.