Private Banker

  • Full-time

Company Description

We are looking for top Private Banker Candidates in our Houston market. We offer a phenomenal work life balance and team atmosphere – no crazy quotas, KPI, meeting goals , etc. We empower the Private Bankers to approach their clients and build the business in ways they find successful and beneficial to their clients. First years are structured in a strong salary as the Private Banker establishes their business.

It is a team effort – we want to help you achieved your goals and provide quality service to our clients. We have single digit turnover and are proud to be people centric.

 

Job Description

The successful candidate will have extensive knowledge of our local communities and experience attracting new business relationships while deepening and retaining our existing Private Bank relationships.

  • Acts as the principal account and relationship manager for new and existing high net worth clients.
  • Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients.
  • Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments.
  • Calls on existing relationships to review portfolios and makes recommendations as needed.
  • Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
  • Cross sell other bank products.
  • Other duties as assigned.

Qualifications

Qualifications

  • 3 plus years of directly related experience.
  • Full use and application of standard principles, theories, concepts, and techniques.
  • Working knowledge of banking products and procedures, consumer and commercial credit structuring.
  • Strong sales, client product and relationship management skills.

Additional Information

Compensation:  $70,000 - $90,000 + Bonus & great benefits