Frost
Overview
Join to apply for the
Private Banking Officer II
role at
Frost . At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. Frost has a legacy of over 150 years of providing unparalleled banking services. What You’ll Do
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 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 What You’ll Need
Bachelor’s degree or equivalent work experience 5+ years of experience in the financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; ability to transfer license to Frost or obtain license within 60 days 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 Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills
Series 7, 63, & Group 1 Insurance license (or attainment within 6 months) Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits
Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more Additional notes
Since 1868, Frost has dedicated its expertise to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. If this sounds like you, we encourage you to apply and see what’s possible at Frost. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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Join to apply for the
Private Banking Officer II
role at
Frost . At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. Frost has a legacy of over 150 years of providing unparalleled banking services. What You’ll Do
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 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 What You’ll Need
Bachelor’s degree or equivalent work experience 5+ years of experience in the financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; ability to transfer license to Frost or obtain license within 60 days 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 Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills
Series 7, 63, & Group 1 Insurance license (or attainment within 6 months) Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits
Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more Additional notes
Since 1868, Frost has dedicated its expertise to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. If this sounds like you, we encourage you to apply and see what’s possible at Frost. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr