Dallas Financial Services Specialist

3 days ago


Dallas, Texas, United States Dallas Capital Bank Full time
About Us

Dallas Capital Bank is a locally owned and operated bank that has been serving the Dallas community for over 10 years. We pride ourselves on providing exceptional banking services and building long-term relationships with our clients.


As a Private Banker at Dallas Capital Bank, you will have the opportunity to work with a diverse range of clients and build your skills and expertise in areas such as investment management, loan origination, and cash management.


We offer a collaborative and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven professional looking to make a meaningful impact in the financial services industry, we encourage you to apply for this exciting opportunity.


Job Description

We are seeking a highly skilled Private Banker to join our team of experienced bankers. As a Private Banker at Dallas Capital Bank, you will be responsible for managing and servicing affluent clients and their financial needs, including deposits, lending, and other financial services.


The ideal candidate will possess a strong understanding of investment strategies, risk management, and underwriting principles. You will also have excellent analytical, problem-solving, and decision-making skills, as well as the ability to work collaboratively in a team environment and provide exceptional customer service.


In this role, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them. You will also have the opportunity to work with a wide range of financial products and services, including loans, investments, and cash management solutions.


Responsibilities
  • Manage and service affluent clients and their financial needs
  • Develop and implement personalized financial plans for clients
  • Analyze client financial data and make recommendations for investment and loan opportunities
  • Collaborate with internal teams to deliver seamless client experiences
  • Stay up-to-date on industry trends and regulatory requirements

Requirements
  • Bachelor's degree in business, finance, or related field
  • 5+ years of experience in private client financial services industry, banking, and loan review
  • Completion of formal credit training preferred
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent communication and presentation skills
  • Ability to work collaboratively in a team environment
  • Commitment to providing exceptional customer service and ethical behavior

Benefits

Dallas Capital Bank offers a competitive salary and benefits package, including:

  • Estimated annual salary: $80,000 - $120,000
  • Comprehensive health insurance
  • Retirement savings plan
  • Tuition reimbursement program
  • Professional development opportunities


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