Private Banking Officer II
Frost(7 months ago)
About this role
The Private Banking Officer II partners with affluent and high-net-worth clients to manage and grow their personal financial relationships, collaborating with investment, insurance, and advisory teams to create tailored financial plans. The role focuses on building long-term client relationships and supporting complex personal finance needs. It contributes to Frost’s legacy of banking services by serving as a trusted advisor to clients and their families.
Required Skills
- Client Relationship Management
- Sales
- Financial Analysis
- Credit Management
- Loan Servicing
- Prospecting
- Communication
- Negotiation
- Microsoft Office
- Team Leadership
+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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