Private Banking Officer I
Frost(1 month ago)
About this role
A Private Banking Officer I at Frost works with mass affluent to affluent clients to manage their financial lives and build long-term relationships. The role focuses on coordinating with internal partners across banking, investments, and insurance to deliver tailored financial solutions and support multi-generational client needs. It emphasizes client relationship stewardship and serving as a trusted advisor to high-net-worth households.
Required Skills
- Relationship Management
- Sales
- Prospecting
- Financial Advice
- Client Retention
- Credit Review
- Cross-Selling
- Communication
- Negotiation
- Microsoft Office
Qualifications
- Bachelor's Degree or Equivalent Experience
- NMLS License
- FINRA Series 7
- FINRA Series 63
- Group 1 License
- Certified Wealth Strategist
- Property & Casualty Insurance License
About Frost
frostbank.comFrom personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.
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