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. You’ll 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 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
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
Minimum of 7 years of private banking experience
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 bank’s 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.
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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. You’ll 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 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
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
Minimum of 7 years of private banking experience
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 bank’s 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.
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