The Abeandannie Seibel Foundation is seeking a Private Banking Officer II in College Station, Texas, to manage and expand relationships with affluent clients. The role requires a strong background in customer relationship management within the financial services industry and offers a supportive company culture focused on professional growth and community engagement
Job Summary
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
Provide leadership within the private banking team, while remaining a team player.
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 Abeandannie Seibel Foundation is seeking a Private Banking Officer II in College Station, Texas, to manage and expand relationships with affluent clients. The role requires a strong background in customer relationship management within the financial services industry and offers a supportive company culture focused on professional growth and community engagement.
Skills & Requirements
Must-have
Develop and retain affluent client relationships
Generate new business and client relationships
Monitor and manage client credit relationships
Provide personal financial advice
Collaborate with other business lines and advisors
Nice-to-have
Customer experience champion
Integrity-driven team player
Community and professional involvement
Leadership within private banking team
Key Requirements
Bachelor's degree or equivalent work experience
5+ years of customer facing relationship management experience
NMLS license
Experience managing affluent and high net worth clients
Demonstrated sales and relationship cultivation success