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Client Relationship Manager

2 months ago


McKinney, Texas, United States American National Bank of Texas Full time

We are looking for a Financial Advisor specializing in Wealth Management to become a part of our team at American National Bank of Texas. This position focuses on establishing and nurturing client relationships to assist them in reaching their financial aspirations. Key responsibilities include:

  • Engaging with clients to evaluate their financial objectives and current circumstances
  • Developing and sustaining strong client relationships
  • Promoting bank products and services effectively
  • Offering investment strategies and financial planning guidance tailored to the client's financial status
  • Occasional presence at bank locations may be necessary

Qualifications:

Essential Skills:

  • Competence in Microsoft Excel and MS Word, along with basic keyboarding and calculator skills
  • Willingness to travel to various locations and participate in meetings as required
  • Adaptability to work beyond 40 hours per week when needed
  • Regular travel between locations is expected
  • Ability to lift up to 30 lbs may be necessary in an office environment

American National Bank of Texas highly encourages applications from candidates who are fluent in both English and Spanish. Bilingual candidates will have a competitive edge.