
Private Banking Officer II
Are you a seasoned finance professional looking for a challenging and rewarding opportunity with a reputable bank? Look no further! Frost Bank is seeking a highly motivated Private Banking Officer II to join our dynamic team. In this role, you will have the opportunity to provide exceptional banking services to our high net worth clients and develop strong relationships with them. As a Private Banking Officer II, you will play a crucial role in driving revenue growth for our bank and delivering excellent customer service. If you have a strong background in finance and a passion for building strong client relationships, we encourage you to apply for this exciting opportunity.
- Provide exceptional banking services to high net worth clients by managing their accounts and financial needs.
- Develop and maintain strong relationships with clients to ensure their satisfaction and retention.
- Act as a trusted advisor to clients by understanding their financial goals and offering tailored solutions.
- Drive revenue growth for the bank by identifying opportunities for cross-selling and upselling products and services.
- Conduct thorough financial analyses and risk assessments for new and existing clients.
- Stay updated on industry trends and market conditions to provide informed recommendations to clients.
- Collaborate with other departments and team members to deliver a seamless and personalized banking experience for clients.
- Ensure compliance with all banking regulations and policies to mitigate risk.
- Continuously develop and expand knowledge of banking products, services, and procedures.
- Represent the bank in a professional and positive manner at all times.
Bachelor's Degree In Business Administration, Finance, Or Related Field.
Minimum Of 3 Years Of Experience In Private Banking Or Wealth Management.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Strong Understanding Of Financial Products And Services, Including Investments, Lending, And Risk Management.
Series 7 And 66 Licenses, Or Willingness To Obtain Within A Specified Timeframe.
Financial Planning
Credit Analysis
Investment Strategy
Portfolio Management
Risk assessment
Client Relations
wealth management
Asset allocation
Estate Planning
Wealth Preservation
Trust Services
Credit Under
Communication
Leadership
Time management
creativity
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Private Banking Officer II in Mansfield, TX, USA is between $80,000 and $110,000 per year. This may vary depending on factors such as experience, qualifications, and the specific company or financial institution the officer is employed by.
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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.

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