Private Banking Officer II
Frost(3 months ago)
Flower Mound, TXOnsiteFull TimeSenior$103,573 - $140,116 (estimated)Private Banking
Apply NowAbout this role
A Private Banking Officer II at Frost manages long-term financial relationships with affluent and high-net-worth clients, helping coordinate their banking, lending, investment, trust, and insurance needs. The role focuses on building tailored financial plans in collaboration with specialists and advisors to support clients across generations. It is a client-facing position centered on delivering personalized private banking services and growing client relationships.
Required Skills
- Client Relationships
- Financial Analysis
- Credit Monitoring
- Loan Servicing
- Portfolio Management
- Sales
- Prospecting
- Communication
- Negotiation
- Customer Service
+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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