Frost Bank

Private Banking Officer

Frost Bank

801 N Texas Ave, Odessa, TX 79761, USA
Full-TimeDepends on ExperienceMid-LevelAssociate
Job Description

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.

Where is this job?
This job is located at 801 N Texas Ave, Odessa, TX 79761, USA
Job Qualifications
  • 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

Required Skills
  • Customer Relationship Management

  • Negotiation skills

  • Time Management Skills

  • New Business Development

  • Wealth Strategy skills

Soft Skills
  • Driven and self-motivated

  • Organizational skills

  • Adaptability

  • Problem-Solving

  • Attention to detail and accuracy

  • Verbal and Written Communication

Compensation

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.

Additional Information
Frost Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 29th, 2021
Apply BeforeMay 22nd, 2025
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About Frost Bank

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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