Private Banking Officer II

Welcome to Frost Bank, a leading financial institution dedicated to providing exceptional service and personalized solutions to our clients. We are currently seeking a skilled and experienced Private Banking Officer II to join our team. As a Private Banking Officer II, you will have the opportunity to work with high net worth individuals and families, providing them with tailored financial strategies and superior customer service. If you have a passion for finance and a strong background in private banking, we invite you to apply for this exciting opportunity.

1. Develop and maintain relationships with high net worth clients, acting as their primary point of contact for all financial needs.
2. Provide personalized financial solutions and services to clients, including wealth management, investment advice, and banking services.
3. Conduct in-depth financial analyses and develop customized financial plans for clients.
4. Collaborate with other departments and teams within Frost Bank to ensure seamless delivery of services to clients.
5. Stay up-to-date on industry trends and developments to provide clients with the most relevant and effective financial strategies.
6. Actively prospect for new clients and build a strong referral network to grow the private banking portfolio.
7. Maintain a thorough understanding of Frost Bank's products, services, and policies to effectively serve client needs.
8. Ensure compliance with all regulatory requirements and internal policies and procedures.
9. Participate in team meetings and contribute to the overall success of the private banking department.
10. Provide exceptional customer service and promptly address any client concerns or inquiries.
11. Maintain accurate and organized client records and prepare reports as needed.
12. Collaborate with other Private Banking Officers and support staff to ensure efficient and effective client service delivery.
13. Continuously identify opportunities for process improvements and implement best practices.
14. Represent Frost Bank in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Private Banking Officer II in Southlake, TX 76092, USA is $75,000-$100,000. This range may vary depending on the individual's experience, qualifications, and the specific company they work for. Other factors such as bonuses and benefits may also impact the salary range for this position.

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.