Extraco Banks · 2 months ago
Private Banking Associate
Temple, TX
Full-time
Onsite
Entry Level
1+ years expExtraco Banks is a financial institution seeking a Private Banking Associate to manage and develop relationships with high net worth clients. The role involves supporting Private Bankers, servicing deposit accounts, and ensuring excellent client service while collaborating with internal teams to provide comprehensive financial solutions.
BitcoinFinancial Services
Responsibilities
Work closely with up to three Private Bankers to structure, onboard, and service deposit and lending solutions that align with client goals
Service deposit relationships and a portfolio of clients by planning, delivering, and regular review with clients
Deliver a high degree of personal contact and open communication among clients and internal team creates an extraordinary experience
Accurately process customer service requests including but limited to new account opening, updating accounts and assistance with alternative delivery channels i.e. online banking, debit cards and mobile banking
Assist Private Bankers in pricing strategies and retention efforts to exceed customer expectations
Establish and maintain strong relationships with existing Private Banking clients, serving as their primary point of contact for all banking needs
Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank
Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank’s goals are achieved
Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider
Coordinate commercial, consumer and other loan requests through established processes
Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc
Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics
Participate in community events to promote the bank and build relationships with potential clients
Keep up to date with industry trends and regulations to ensure compliance
Will work on projects with limited complexity in a support and advisory role
Qualification
Required
Bachelor's degree in Business, Finance, or related field preferred
1-3 years of banking or financial services experience required
Strong relationship management and team building skills; views team concept as critical to model
Effective oral and written communication skills. Good communication and public relations skills
Ability to cooperate with and assist others both externally and internally
Good organizational and time management skills with ability to handle multiple tasks under tight time frames
Goal-oriented and driven to achieve individual and team objectives
Attention to detail and accuracy
Understanding of banking regulations and compliance requirements
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to accept instruction, prioritize and follow through on work assignments
Ability to write reports, business correspondence and procedural manuals
Ability to calculate figures such as interest, ratios, loan growth, and percentages
Ability to operate modern office equipment and software
Preferred
Prior experience in client service or operations roles preferred
Experience working with high-net-worth clients a plus
Proven track record of accuracy and attention to detail
Company
Extraco Banks
Extraco Banks is a banking firm that provides banking, mortgage, and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Miller
EVP & Chief Financial Officer
Sean Beasley
Executive Vice President Chief Credit Officer
Recent News
EIN Presswire
2025-07-04
The Killeen Daily Herald
2024-05-03
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