Private Banking Officer II

Welcome to Frost Bank! As a Private Banking Officer II, you will have the opportunity to work closely with our high-net-worth clients to provide personalized financial solutions and exceptional service. We are seeking a driven and experienced individual who is passionate about building and maintaining strong relationships with clients. If you have a strong understanding of financial planning, excellent communication skills, and a desire to excel in the private banking industry, we invite you to apply for this exciting role.

1. Develop and maintain strong relationships with high-net-worth clients.
2. Provide personalized financial solutions and services to meet the needs of clients.
3. Serve as the main point of contact for clients, addressing any inquiries or concerns in a timely and professional manner.
4. Utilize a thorough understanding of financial planning to assist clients in achieving their financial goals.
5. Proactively identify opportunities to expand and enhance client relationships.
6. Collaborate with other team members to ensure seamless and efficient client service.
7. Stay up-to-date on industry trends and developments to better serve clients.
8. Adhere to all regulatory and compliance requirements.
9. Maintain accurate and organized client records.
10. Represent Frost Bank in a professional and positive manner at all times.
11. Act with integrity and confidentiality in handling sensitive client information.
12. Meet or exceed individual and team performance goals.
13. Assist with onboarding and training of new team members as needed.
14. Continuously strive to improve and enhance the client experience.
15. Participate in networking and community events to promote the bank and build relationships.

According to JobzMall, the average salary range for a Private Banking Officer II in Lakeway, TX, USA is between $90,000 and $120,000 per year. This may vary depending on the specific job responsibilities, experience level, and employer.

Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches and 1,300 automated teller machines, all in Texas. It is the primary subsidiary of Cullen/Frost Bankers, Inc., a bank holding company. It is on the list of largest banks in the United States.