Private Banking Officer I

Abeandannie Seibel Foundation G08110

Midland, TX, United States
On-site
Customer relationship management
New business generation
Client needs assessment
The Private Banking Officer I position at Frost involves managing affluent client relationships and providing tailored financial advice. The role requires strong interpersonal skills and a proven ability to generate new business, with a focus on collaboration across various financial services

Job Summary

  • Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets.
  • Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually.
  • At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.

Matching Summary

Match Score: 85

The Private Banking Officer I position at Frost involves managing affluent client relationships and providing tailored financial advice. The role requires strong interpersonal skills and a proven ability to generate new business, with a focus on collaboration across various financial services.

Skills & Requirements

Must-have

  • customer relationship management
  • new business generation
  • client needs assessment
  • cross-selling financial products
  • community engagement

Nice-to-have

  • fostering long-standing relationships
  • integrity-driven team
  • adaptable work environment

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 2+ years customer facing relationship management
  • Proven record of cultivating new relationships
  • NMLS license required
  • Proficient in Microsoft computer applications

Work Rights

Not specified

Tailored Resume

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