
Private Banking Officer
As a Private Banking Officer I with Frost, you will be responsible for developing relationships with and providing personal financial advice to clients and prospects with moderately complex finance circumstances. Responsibilities will include developing, managing, retaining, and expanding client relationships within the mass affluent to affluent markets (clients with $500k-1.5 million investable assets); generating a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually; making sales calls to clients; prospects and engaging in pre-call and post-call planning and strategy review; monitoring and managing client's existing credit relationships by reviewing current loan portfolio on a regular basis; identifying and recommending products and services best suited to meet clients' needs; developing and maintaining excellent working relationship with credit underwriting team; and participating in community and professional activities in order to enhance Frost's image and expand personal network of business contacts.
3+ years of experience in financial industry
Ability to promote and cross sell across all lines of business
General understanding of banking, investment, trust, and insurance products and services
FINRA Series 7, 63, & Group 1 license preferred
Customer Relationship Management
Negotiation skills
Time Management Skills
New Business Development
Wealth Strategy skills
Driven and self-motivated
Organizational skills
Adaptability
Problem-Solving
Attention to detail and accuracy
Verbal and Written Communication
According to JobzMall, the average salary range for a Private Banking Officer in 801 N Texas Ave, Odessa, TX 79761, USA is $45,000 to $89,000 per year.
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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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