Private Banking Officer

Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
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 develop tailored plans based on customers’ needs and goals.
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
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
Provide leadership within the private banking team, while remaining a team player
Accept special project assignments in support of the private banking group
Bachelor’s degree or equivalent work experience
~5+ years of experience in a customer facing relationship management role, preferably within the financial services industry
~ Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
~ 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 perform with limited supervision
~ Experience in managing a portfolio of affluent and high net worth clients
~ Demonstrated capacity to sell products and services within the financial services industry
~ Outstanding interpersonal, calling, sales, and negotiation skills
~ Excellent verbal, written, communication, organizational, and customer service skills
~ Proficient in Microsoft computer applications

Certified Financial Planner designation
Completion of formal credit training
Medical, dental, vision, long-term disability, and life insurance
~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. S. banks by asset size and is a leader in banking customer satisfaction.