Windward Recruiting
We have an opportunity for an experienced, relationship-driven professional to join a well-established, independently owned Texas bank within its Private Banking division.
This role is ideal for a seasoned private banker who operates with a high degree of autonomy and is motivated by building deep, long-term relationships with high-net-worth professionals and executives. Youll represent a stable, profitable institution that values collaboration across business lines while focusing on full-relationship growth, profitability, and exceptional client experience.
DUTIES & RESPONSIBILITIES
Serve as the primary relationship manager for a portfolio of high-value private banking clients Develop new full banking relationships through proactive business development and community involvement Grow deposits and address lending needs across consumer, mortgage, and commercial real estate Analyze credit requests by evaluating financial statements, industry trends, management strength, and risk Prepare, review, and ensure accuracy of loan documentation and supporting materials Maintain regular contact with clients to assess evolving needs and identify cross-sell opportunities Collaborate closely with Private Bank Relationship Managers, commercial lenders, and wealth management partners Participate in loan committee meetings, marketing initiatives, and community organizations Resolve client concerns promptly while delivering a coordinated, consistent service experience Support broader transformation and growth initiatives aligned with strategic and budgetary goals
QUALIFICATIONS
Bachelors degree in Finance, Accounting, Business Administration, or a related field Minimum of 7 years of private banking experience Active or eligible registration as a Mortgage Loan Officer (MLO) through NMLS Strong proficiency in credit underwriting and loan structuring Demonstrated success in relationship management and business development Ability to influence, negotiate, and collaborate across organizational lines Comfortable working independently while contributing to a team-based environment Experience with Fiserv and EnAct preferred Strong financial, analytical, and documentation skills Ability to travel within the banks geographic footprint as needed
The organization supports employee well-being through generous paid time off, career development and mentorship, retirement matching, tuition reimbursement, and comprehensive benefits.
DUTIES & RESPONSIBILITIES
Serve as the primary relationship manager for a portfolio of high-value private banking clients Develop new full banking relationships through proactive business development and community involvement Grow deposits and address lending needs across consumer, mortgage, and commercial real estate Analyze credit requests by evaluating financial statements, industry trends, management strength, and risk Prepare, review, and ensure accuracy of loan documentation and supporting materials Maintain regular contact with clients to assess evolving needs and identify cross-sell opportunities Collaborate closely with Private Bank Relationship Managers, commercial lenders, and wealth management partners Participate in loan committee meetings, marketing initiatives, and community organizations Resolve client concerns promptly while delivering a coordinated, consistent service experience Support broader transformation and growth initiatives aligned with strategic and budgetary goals
QUALIFICATIONS
Bachelors degree in Finance, Accounting, Business Administration, or a related field Minimum of 7 years of private banking experience Active or eligible registration as a Mortgage Loan Officer (MLO) through NMLS Strong proficiency in credit underwriting and loan structuring Demonstrated success in relationship management and business development Ability to influence, negotiate, and collaborate across organizational lines Comfortable working independently while contributing to a team-based environment Experience with Fiserv and EnAct preferred Strong financial, analytical, and documentation skills Ability to travel within the banks geographic footprint as needed
The organization supports employee well-being through generous paid time off, career development and mentorship, retirement matching, tuition reimbursement, and comprehensive benefits.