Private Banker - Frisco at Extraco Banks

Frisco, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Oct, 26

Salary

0.0

Posted On

11 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Planning, Consumer Lending, Portfolio Management, Client Acquisition, Banking Regulations, Public Relations, Time Management, Financial Needs Assessment, Communication Skills, Problem Solving, Compliance

Industry

Food and Beverage Manufacturing

Description

Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Frisco, Texas. Summary: Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: * Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. * Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers. * Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services. * Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers. * Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank’s goals are achieved. * Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider. * Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience. * Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * Ensure that the proposed solutions maximize the clients’ goals and objectives. * Coordinate commercial, consumer and other loan requests through established processes. * Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented. * Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. * Prepare and deliver presentations to clients on various financial topics. * Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. * Participate in community events and activities to promote the bank and build relationships with potential clients. * Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations. * May work on projects with limited complexity in a support or advisory role. Performance Measurements * Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. * Documents and reports are completed accurately, efficiently and in a timely fashion. * Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors. * Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. QUALIFICATIONS EDUCATION/CERTIFICATION * Bachelor’s degree in Business required SKILLS/ABILITIES * Strong relationship management and team building skills; views team concept as critical to model. * Effective oral and written communication skills. Good communication and public relations skills. * Ability to cooperate with and assist others both externally and internally. * Good organizational and time management skills with ability to handle multiple tasks under tight time frames. * Goal-oriented and driven to achieve individual and team objectives. * Attention to detail and accuracy. * Understanding of banking regulations and compliance requirements. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. * Ability to accept instruction, prioritize and follow through on work assignments. * Ability to write reports, business correspondence and procedural manuals. * Ability to calculate figures such as interest, ratios, loan growth, and percentages. * Ability to operate modern office equipment and software. Extraco Banks is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We are committed to creating an inclusive, respectful, and equitable workplace.

Responsibilities

Develop and manage full personal relationships with high-net-worth clients by providing customized banking strategies and financial solutions. Act as the primary point of contact to ensure a high-touch experience while collaborating with internal stakeholders to meet client goals.