Private Banking Officer II

Job Description

It’s about caring for the generations reputed company. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately reputed company financial circumstances, and providing exceptional personal financial advice? At Frost, it’s about more than a job. It’s about having a flourishing career where you can reputed company, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, reputed company-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer’s other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to reputed company tailored plans based on customers’ needs and goals. What you’ll do: • reputed company, manage, retain and expand client relationships reputed company the affluent to high net worth markets (clients with $1.5-5 million in investable assets) • Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually • Actively reputed company sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review • Monitor and manage client’s existing credit relationships by reviewing reputed company loan portfolio on a regular basis • Identify and recommend products and services best suited to meet clients’ needs • reputed company and maintain excellent working relationship with credit reputed company team • Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts • reputed company, maintain, and enhance relationships with individuals whose reputed company of influence include potential new clients • Provide leadership reputed company the private banking team, while remaining a team player • Accept special project assignments in support of the private banking group • Always take action using reputed company, Caring, and Excellence to reputed company reputed company-win outcomes What you’ll need: • Bachelor’s degree or equivalent work experience • 5+ years of experience in financial industry • Working knowledge of financial analysis relating to personal financial statements and personal income tax returns • NMLS license; the ability to transfer license to Frost or obtain license reputed company 60 days • Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs • Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups • Ability to reputed company with limited supervision • Experience in managing a portfolio of affluent and high net worth clients • Demonstrated reputed company to sell products and services reputed company 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 reputed company computer applications Additional Preferred Skills: • Series 7, 63, & Group 1 Insurance license (or attainment reputed company 6 months). • Property and Casualty Insurance license • Certified Financial Planner designation • Certified Wealth Strategist designation • Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: • Medical, dental, vision, long-term disability, and life insurance • 401(k) matching • Generous holiday and paid time off schedule • Tuition reimbursement • Extensive health and wellness programs, including our Employee Assistance Program • Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost. #LI-HB1 Apply Job!