Private Banking Officer II Frost Bank
Overview
Lead client relationships for affluent markets generating $4.5 million quarterly while retaining existing base. Foster partnerships across Frost lines to deliver tailored financial solutions.
What You'll Do11
- 1Develop and execute strategies to grow high net worth client base
- 2Generate $4.5 million new business quarterly
- 3Secure 10+ affluent client relationships annually
- 4Conduct proactive sales outreach and strategic consultations
- 5Collaborate with credit underwriting teams for comprehensive service offerings
- 6Maintain strong relationships with external advisors
- 7Drive product recommendations aligned with client objectives
- 8Manage existing credit portfolios through regular reviews
- 9Participate in community engagement initiatives
- 10Lead private banking team functions while supporting colleagues
- 11Execute special projects supporting group objectives
Requirements10
- 1Bachelor's degree or equivalent experience
- 25+ years customer-facing financial roles
- 3Knowledge of personal financial analysis and tax fundamentals
- 4NMLS license transferable within 60 days
- 5Understanding of personal loan servicing processes
- 6Proficiency in managing HNW client portfolios
- 7Demonstrated sales performance in financial services
- 8Strong relationship-building capabilities
- 9Ability to operate with minimal supervision
- 10Microsoft application proficiency
Salary Insight
Salary not disclosed in listing
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