Private Banking Officer II

Welcome to Frost Bank, a reputable financial institution dedicated to providing exceptional service to our clients. We are currently seeking a highly motivated individual to join our team as a Private Banking Officer II. This role offers an exciting opportunity to work with our high net worth clients and provide them with personalized financial solutions. If you have a passion for building relationships and a deep understanding of banking products and services, we encourage you to apply. Join us and be a part of our dynamic and growing organization.

1. Develop and maintain strong relationships with high net worth clients, ensuring their financial needs are met and exceeded.
2. Provide personalized financial solutions to clients based on their specific needs, including investment options, trust services, and loan products.
3. Act as a primary point of contact for clients, addressing any inquiries or concerns in a timely and professional manner.
4. Identify opportunities for new business and actively cross-sell banking products and services to existing clients.
5. Collaborate with other teams within the bank, such as wealth management and commercial lending, to deliver comprehensive financial solutions to clients.
6. Stay up-to-date on market trends and industry developments to provide clients with the most relevant and beneficial advice.
7. Conduct thorough financial analyses and risk assessments to make informed recommendations to clients.
8. Maintain accurate and organized client records and documentation to ensure compliance with regulatory requirements.
9. Participate in networking and community events to promote the bank's services and attract new clients.
10. Continuously strive to provide exceptional customer service and uphold the bank's reputation for excellence in client satisfaction.

According to JobzMall, the average salary range for a Private Banking Officer II in Houston, TX, USA is $126,000 - $170,000 per year. This can vary depending on the specific company, level of experience, and additional skills and qualifications.

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.