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Frost · 2 days ago

Private Banking Officer II

Austin, TX

Full-time

Onsite

Senior Level

5+ years exp

Frost is a leading bank in Texas dedicated to providing exceptional banking, investment, and insurance services. As a Private Banking Officer II, you will manage and expand client relationships within affluent markets, generate new business, and collaborate with various teams to tailor financial solutions for clients.

Banking

Comp. & Benefits

Responsibilities

Develop, manage, retain and expand client relationships within 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 make 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 current loan portfolio on a regular basis

Identify and recommend products and services best suited to meet clients’ needs

Develop and maintain excellent working relationship with credit underwriting team

Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts

Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients

Provide leadership within the private banking team, while remaining a team player

Accept special project assignments in support of the private banking group

Qualification

Financial analysisNMLS licenseLending practicesClient relationship managementSales skillsPortfolio managementMicrosoft applicationsCustomer service skillsInterpersonal skillsCommunication skillsOrganizational skillsNegotiation skills