Private Banking Officer II

Location: Fulshear, Texas, United States

Company

A banking and financial services organization providing banking, investment, insurance, and wealth management services throughout Texas.

What you will do

• Develop, manage, retain, and expand relationships with affluent and high-net-worth clients holding $1.5–5 million in investable assets.
• Generate at least $4.5 million in new business per quarter and secure 10 new affluent client relationships annually.
• Conduct client and prospect sales calls, including pre-call planning and post-call strategy reviews.
• Review and manage clients’ existing credit relationships and loan portfolios.
• Recommend suitable banking, investment, insurance, trust, and other financial products and services.
• Collaborate with credit underwriting and private banking colleagues, contribute to community activities, and support special projects.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least five years of experience in customer-facing relationship management, preferably in financial services.
• Experience managing affluent and high-net-worth client portfolios and cultivating new relationships.
• Knowledge of personal financial statements, personal income tax returns, lending practices, and loan servicing requirements.
• Current NMLS license, transferable to the employer, or ability to obtain one within 60 days.
• Strong sales, calling, negotiation, communication, organizational, customer service, and Microsoft application skills.

Nice to have

• Series 7, Series 63, and Group 1 Insurance licenses, or ability to obtain them within six months.
• Property and Casualty Insurance license.
• Certified Financial Planner or Certified Wealth Strategist designation.
• Formal credit training.

Culture & Benefits

• Integrity-driven environment focused on long-term customer relationships and collaboration.
• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching and generous holiday and paid time off schedules.
• Tuition reimbursement and health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.