Private Banking Officer II
Frost(27 days ago)
About this role
A Private Banking Officer II at Frost serves affluent and high-net-worth clients by managing their personal financial needs and building long-term relationships. The role focuses on collaborating with internal teams and external advisors to create tailored financial plans and support clients’ banking, lending, investment, trust, and insurance needs. It emphasizes client retention, business development, and serving as a trusted advisor across generations.
Required Skills
- Relationship Management
- Financial Analysis
- Sales
- Client Prospecting
- Credit Management
- Loan Servicing
- Portfolio Management
- Team Leadership
- Community Networking
- Customer Service
+3 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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