Private Banking Officer II
5 days ago
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
- 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
- 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
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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