Private Banking Officer I

About the role

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.

Responsibilities

• Help customers manage their financial lives
• Collaborate with other Frost lines of business, especially investments, insurance, and the customer’s other advisors, like attorneys and CPAs, to build a team around the customer
• Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K–$1.5 million of investable assets)
• Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
• Make sales calls to clients
• Possess strong interpersonal, calling, sales, and negotiation skills
• Identify and recommend products and services that are best suited to meet our clients’ needs
• Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
• Proactively stay in touch with your customer and contacting them

Requirements

• Bachelor’s degree or equivalent work experience
• 2+ years in a customer facing relationship management role, preferably within the financial services industry
• Proven record of success in cultivating new relationships
• Outstanding interpersonal, calling, sales, and negotiation skills
• Excellent verbal, written, communication, organizational, and customer service skills
• A general understanding of banking, investment, trust, and insurance products and services
• NMLS license; the ability to transfer license to Frost or obtain license within 60 days
• Proficient in Microsoft computer applications

Qualifications

• Additional Preferred Skills:
• FINRA Series 7, 63, & Group 1 license
• Certified Wealth Strategist designation
• Property & Casualty Insurance license

Skills

• Customer Relationship Management
• Sales and Negotiation
• Financial Planning and Analysis
• Product Knowledge
• Interpersonal Communication

Benefits

Frost Benefits At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!

Pay

Commensurate with experience

Schedule

TBD