Frost
Join to apply for the
Private Banking Officer II
role at
Frost
2 weeks ago Be among the first 25 applicants
Join to apply for the
Private Banking Officer II
role at
Frost
Job Description
It’s about caring for the generations ahead.
Job Description
It’s about caring for the generations ahead.
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?
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. We’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. Join our adaptable, integrity-driven team and become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who You Are
As a
Private Banking Officer II , you will help customers manage their financial lives. Our private bankers often serve families across generations, sharing their love and knowledge of finance 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. You will work with a team to develop tailored plans based on customers’ needs and goals.
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, including pre-call/post-call planning and strategy review
Monitor and manage clients’ existing credit relationships by reviewing current loan portfolios regularly
Identify and recommend products and services best suited to meet clients’ needs
Develop and maintain excellent working relationships with the credit underwriting team
Participate in community and professional activities to enhance Frost’s image and expand your network
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 related to personal financial statements and personal income tax returns
NMLS license; ability to transfer or obtain within 60 days
Comprehensive understanding of lending practices and loan servicing for personal finance needs
Knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups
Ability to work with limited supervision
Experience managing a portfolio of affluent and high net worth clients
Proven success in cultivating new relationships and selling financial products/services
Outstanding interpersonal, sales, negotiation, communication, organizational, and customer service skills
Proficiency in Microsoft applications
Additional Preferred Skills
Series 7, 63, & Group 1 Insurance licenses (or attainment within 6 months)
Property and Casualty Insurance license
Certified Financial Planner or Wealth Strategist designations
Completion of formal credit training
Our Benefits
We care about your health, family, and future. Our benefits include:
Medical, dental, vision, disability, and life insurance
401(k) matching
Generous holidays and paid time off
Tuition reimbursement
Health and wellness programs, Employee Assistance Program
Referral bonus program and more
Since 1868, Frost has provided exceptional banking, investment, and insurance services across Texas. As one of the top 50 U.S. banks by assets, we are committed to customer satisfaction. Join us and be part of something bigger.
#J-18808-Ljbffr
Private Banking Officer II
role at
Frost
2 weeks ago Be among the first 25 applicants
Join to apply for the
Private Banking Officer II
role at
Frost
Job Description
It’s about caring for the generations ahead.
Job Description
It’s about caring for the generations ahead.
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?
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. We’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. Join our adaptable, integrity-driven team and become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who You Are
As a
Private Banking Officer II , you will help customers manage their financial lives. Our private bankers often serve families across generations, sharing their love and knowledge of finance 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. You will work with a team to develop tailored plans based on customers’ needs and goals.
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, including pre-call/post-call planning and strategy review
Monitor and manage clients’ existing credit relationships by reviewing current loan portfolios regularly
Identify and recommend products and services best suited to meet clients’ needs
Develop and maintain excellent working relationships with the credit underwriting team
Participate in community and professional activities to enhance Frost’s image and expand your network
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 related to personal financial statements and personal income tax returns
NMLS license; ability to transfer or obtain within 60 days
Comprehensive understanding of lending practices and loan servicing for personal finance needs
Knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups
Ability to work with limited supervision
Experience managing a portfolio of affluent and high net worth clients
Proven success in cultivating new relationships and selling financial products/services
Outstanding interpersonal, sales, negotiation, communication, organizational, and customer service skills
Proficiency in Microsoft applications
Additional Preferred Skills
Series 7, 63, & Group 1 Insurance licenses (or attainment within 6 months)
Property and Casualty Insurance license
Certified Financial Planner or Wealth Strategist designations
Completion of formal credit training
Our Benefits
We care about your health, family, and future. Our benefits include:
Medical, dental, vision, disability, and life insurance
401(k) matching
Generous holidays and paid time off
Tuition reimbursement
Health and wellness programs, Employee Assistance Program
Referral bonus program and more
Since 1868, Frost has provided exceptional banking, investment, and insurance services across Texas. As one of the top 50 U.S. banks by assets, we are committed to customer satisfaction. Join us and be part of something bigger.
#J-18808-Ljbffr