Private Banking Officer I
1 week ago
About the Role:
As a Private Banking Officer I at Frost Bank, you will play a crucial role in helping customers manage their financial lives. You will work closely with a team to develop tailored plans based on customers' needs and goals. Your primary responsibility will be to develop, manage, retain, and expand client relationships within the mass affluent to affluent markets.
Key Responsibilities:
* Develop and manage client relationships within the mass affluent to affluent markets
* 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 and prospect for new business opportunities
* 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
Requirements:
* 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
Preferred Skills:
* FINRA Series 7, 63, & Group 1 license
* Certified Wealth Strategist designation
* Property & Casualty Insurance license
Frost Benefits:
At Frost Bank, we care about your health, your family, and your future. Our benefits reflect that, including 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, and a referral bonus program.
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