ServisFirst Bank · 1 month ago
Private Banking Officer - Houston Region
Texas
Full-time
Onsite
Mid Level
3+ years expServisFirst Bank is dedicated to providing personalized banking services to high net worth clients. The Private Banking Officer is responsible for assessing client needs, promoting financial products, and ensuring a seamless banking experience.
BankingFinanceFinancial Services
Responsibilities
Evaluate needs of potential clients and offer appropriate financial products, services and loans
Promote and cross-sell other products and services as appropriate to client requirements
Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Conduct networking activities such as community events, attending local Chambers of Commerce meetings, developing relationships with centers of influence and entertaining clients/prospects to enhance relationships and create new sales
Develop call lists of clients and prospects to meet monthly call goals
Conduct warm and cold prospect calls in accordance with stated goals
Generate new business to meet annual growth goals
Prepare and compile information to open new accounts
Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
Prepare loan memos and documents to submit for loan approval
Ensure completeness and accuracy of loan documentation
Oversee timely closing and funding of loans
Inform and advise clients of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity
Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Qualification
Required
Bachelor's degree in related field and minimum of three (3) years' banking or financial services experience required
Experience working directly with customers at all levels, from support staff to business owners and managers
Excellent communication and presentation skills, as demonstrated by previous experience interacting with decision makers and influencers
Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process
Experience working independently
Ability to stay organized and multi-task
Experience using Microsoft Outlook, Word and Excel
Company
ServisFirst Bank
ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$119.34M2020-10-27Post Ipo Debt· $34.75M
2017-11-17Post Ipo Debt· $30M
2015-07-15Post Ipo Debt· $34.75M
Leadership Team
Angel Stinson
Senior Vice President/Senior Credit Officer
Jim Holtkamp
Executive Vice President, C.E.O.
Recent News
2026-01-21
2025-12-16
GlobeNewswire
2025-12-16
Company data provided by crunchbase