PRIVATE BANKING OFFICER III

at  Frost Bank

IT’S ABOUT CARING FOR THE GENERATIONS AHEAD.

Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

ADDITIONAL PREFERRED SKILLS:

• Property and Casualty Insurance license

• Develop, manage, retain and expand client relationships within the high net worth market (clients with at least $5 million in investable assets)
• Generate a minimum of $6 million in new business per quarter and secure at least 8 new high net worth client relationships annually
• Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
• Monitor and manage client’s existing credit relationships by reviewing current loan portfolio on a regular basis
• Evaluate credit requests. Make and defend recommendations for the extension of credit
• Identify and recommend products and services best suited to meet clients’ needs
• Develop and maintain excellent working relationship with credit underwriting team
• Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts
• Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
• Provide leadership within the private banking team, while remaining a team player
• Lead relationship teams that include Frost Wealth Advisors, Frost Insurance agents, commercial officers and others as needed in order to meet clients’ financial goals
• Accept special project assignments in support of the private banking group