Private Banking Officer II
Frost(2 months ago)
About this role
A Private Banking Officer II at Frost serves affluent and high-net-worth clients, acting as a long-term financial advisor to help manage their overall financial lives. The role emphasizes building and preserving multi-generational client relationships and aligning clients' financial strategies with Frost's banking, investment, trust, and insurance services. It is part of Frost's private banking team within a large regional bank.
Required Skills
- Relationship Management
- Financial Analysis
- Credit Management
- Sales
- Prospecting
- Client Retention
- Loan Servicing
- Underwriting Liaison
- Networking
- Communication
+2 more
Qualifications
- Bachelor's Degree
- NMLS License
- Series 7
- Series 63
- Group 1 Insurance License
- Property And Casualty Insurance License
- Certified Financial Planner
- Certified Wealth Strategist
- Formal Credit Training
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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