Private Banking Officer I

3 months ago

Marble Falls, United States Frost Bank Full time
Job Description

It's about caring for the generations ahead.

Are you a customer experience champion? 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?

At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. 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.

Who you are:

As a Private Banking Officer I, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.

What you'll do:
  • Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
  • Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
  • Make sales calls to clients
  • Prospect and engage in pre-call and post-call planning and strategy review
  • Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
  • Identify and recommend products and services that are best suited to meet our clients' needs
  • Develop and maintain excellent working relationships with the credit underwriting team
  • Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
  • Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
  • Proactively stay in touch with your customer and contacting them
What you'll need:
  • 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
  • Outstanding interpersonal, calling, sales, and negotiation skills
  • Ability to promote and cross sell across all lines of business
  • Excellent verbal, written, communication, organizational, and customer service skills
  • General understanding of banking, investment, trust, and insurance products and services
  • NMLS license; the ability to transfer license to Frost or obtain license within 60 days
  • Proficient in Microsoft computer applications
Additional preferred skills:
  • FINRA Series 7, 63, & Group 1 license.
  • Certified Wealth Strategist designation
  • Property & Casualty Insurance license
Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
  • Medical, dental, vision, long-term, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more


Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

  • Banking Professional

    1 month ago

    Wichita Falls, Texas, United States Emprise Bank Full time

    Empowering People to ThriveAt Emprise Bank, we are committed to providing an extraordinary customer experience that helps our customers achieve their goals. We are seeking a Full Time Bank Teller to join our Westlink team, where you will have the opportunity to work in a professional environment and have direct contact with our valued customers.Key...

  • Administrative Assistant/Banking

    3 weeks ago

    Great Falls, United States Manpower Group Inc. Full time

    Our client in the banking industry is seeking an Office Associate to join their team. As an Office Associate, you will be part of the Private Client Group. The ideal candidate will be personable, outgoing, willing to help others, and have Wealth Management experience. Don't Wait! Apply today for consideration. Job Title: Office Associate Location: Great...

  • Administrative Assistant/Banking

    3 weeks ago

    Great Falls, United States Experis Full time

    Our client in the banking industry is seeking an Office Associate to join their team. As an Office Associate, you will be part of the Private Client Group. The ideal candidate will be personable, outgoing, willing to help others, and have Wealth Management experience. Don't Wait! Apply today for consideration. Job Title: Office Associate Location: Great...

  • Administrative Assistant/Banking

    4 weeks ago

    GREAT FALLS, MT, United States Experis Full time

    Our client in the banking industry is seeking an Office Associate to join their team. As an Office Associate, you will be part of the Private Client Group. The ideal candidate will be personable, outgoing, willing to help others, and have Wealth Management experience. Don't Wait! Apply today for consideration.  Job Title: Office Associate Location: Great...

  • Branch Manager I

    1 month ago

    Glens Falls, New York, United States Trustco Bank Full time

    Job Title: Branch Manager IReports to: Branch AdministrationFLSA Status: Non-ExemptSalary Grade: NE18Supervisory Responsibility: YesJob Summary:The Branch Manager is responsible for the administration and efficient daily operation of a full-service branch office, including operations, lending, product sales, customer service, and security and safety in...

  • Fraud Analyst I

    4 weeks ago

    Sioux Falls, South Dakota, United States Bancorp Bank, The Full time

    Overview:As a Fraud Analyst I at The Bancorp Bank, you will play a critical role in identifying cardholder activity that violates the bank's procedures specific to suspicious activity monitoring. Your primary responsibility will be to flag accounts with suspicious behavior and alert the FCRM team of incidents in accordance with the bank's...

  • Electronic Banking Specialist

    1 month ago

    Glens Falls, United States Arrow Financial Full time

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Electronic Banking team as: Electronic Banking Specialist This opportunity may be perfect for you if you have experience in: > Working Collaboratively in a Call Center...

  • C&I Relationship Manager III

    3 weeks ago

    Falls Church, United States EagleBank Full time

    C&I Relationship Manager IIILocation : Location US-VA-Tysons CornerID 2024-1475Location : Address8245 Boone Boulevard, Ste 820Position Type Full Time RegularBusiness Unit Description C&I LendingOverviewWe are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ - EGBN) is focused on being Flexible, Involved, Responsive, Strong, and...

  • Juvenile Probation Officer I

    4 weeks ago

    Idaho Falls, Idaho, United States Bonneville County Full time

    Job SummaryBonneville County is seeking a highly motivated and detail-oriented individual to fill the role of Juvenile Probation Officer I. This position is responsible for performing a variety of entry-level professional duties to manage a juvenile probation caseload.Key ResponsibilitiesPerform preliminary and ongoing case management functions, including...

  • Office Clerk PT

    2 months ago

    Marble Hill, United States Lowes Foods Full time

    Overview: To supervise and provide every guest with the fastest and most pleasant checkout experience possible through consistent execution of Lowes Foods’ Guest Service Standards. Perform all functions associated with sales related assets. Responsibilities: 1. Sales, Cash and Invoice Accountinga. Prepare weekly cash report and accompanying...

  • Bank Secrecy Act Analyst

    3 weeks ago

    Glens Falls, United States Arrow Financial Full time

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Compliance and Risk team as: Bank Secrecy Act Analyst This opportunity may be perfect for you if you have experience in: BSA/AML/OFAC and Financial Fraud Analytical...

  • Bank Secrecy Act Analyst

    1 week ago

    Glens Falls, United States Arrow Financial Full time

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Compliance and Risk team as: Bank Secrecy Act Analyst This opportunity may be perfect for you if you have experience in: > BSA/AML/OFAC and Financial Fraud >...

  • Dental Assistant

    4 weeks ago

    Twin Falls, United States Private Dental Office Full time

    Overview:Our private dental office is seeking a Dental Assistant to join our dedicated team of professionals! Our practice is well-known for providing the community with comfortable and pain-free dental care, and as our DA, you will have the opportunity to create positive patient experiences. The best candidate for this role has a superior chairside manner...

  • Banking Professional

    4 weeks ago

    South Glens Falls, New York, United States Trustco Bank Full time

    Banking Professional - Financial Services Specialist**Job Title:** Banking Professional - Financial Services Specialist**Job Summary:**We are seeking a highly skilled Banking Professional to join our team as a Financial Services Specialist. As a key member of our team, you will be responsible for providing exceptional customer service, handling cash...

  • Medical Lab Scientist

    5 days ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...

  • Medical Lab Scientist

    1 week ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...

  • Medical Lab Scientist

    1 week ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...

  • Medical Lab Scientist

    1 week ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...

  • Medical Lab Scientist

    1 week ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...

  • Medical Lab Scientist

    1 week ago

    Sioux Falls, United States Avera McKennan Hospital Full time

    Join the team at Avera! Award Winning Health Care:  Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care Organization by CHIME. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward...