Private Banking Officer II

5 days ago


Houston, Texas, United States Frost Bank Full time
Job Title: Private Banking Officer II

Frost Bank is seeking a highly skilled Private Banking Officer II to join our team. As a Private Banking Officer II, you will be responsible for developing and managing relationships with affluent clients, providing personalized financial advice, and identifying opportunities to grow our business.

Key Responsibilities:
  • Develop and manage relationships with affluent clients, including those with $1.5-5 million in investable assets
  • Generate new business opportunities and secure at least 10 new affluent client relationships annually
  • Actively engage with clients and prospects through sales calls, pre-call/post-call planning, and strategy review
  • Monitor and manage client credit relationships, including loan portfolio reviews
  • Identify and recommend products and services to meet client needs
  • Develop and maintain relationships with credit underwriting teams
  • Participate in community and professional activities to enhance Frost's image and expand personal network
  • Provide leadership within the private banking team while remaining a team player
Requirements:
  • Bachelor's degree or equivalent work experience
  • 5+ years of experience in the financial industry
  • Working knowledge of financial analysis, personal financial statements, and personal income tax returns
  • NMLS license, with ability to transfer or obtain within 60 days
  • Comprehensive understanding of lending practices and loan servicing requirements
  • Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups
  • Ability to perform with limited supervision
  • Experience managing a portfolio of affluent and high net worth clients
  • Demonstrated capacity to sell products and services within the financial services industry
  • Proven record of success in cultivating new relationships
  • Outstanding interpersonal, calling, sales, and negotiation skills
  • Excellent verbal, written, communication, organizational, and customer service skills
  • Proficient in Microsoft computer applications
Preferred 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
Benefits:

Frost Bank offers a comprehensive benefits package, including medical, dental, vision, long-term, and life insurance, 401(k) matching, generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs.



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