Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
Banking jobs refer to employment opportunities within banks and financial institutions where individuals manage financial transactions, provide customer service, and support banking operations. These jobs vary from tellers, loan officers, and financial advisors to analytical roles like risk assessors and investment bankers. Key features of banking jobs often include a focus on customer service, attention to detail, regulatory compliance, numerical skills, and the handling of sensitive information. They can offer career progression, respectable salaries, and opportunities for both entry-level and experienced professionals.
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs, whenever, wherever and however they want.
Building relationships with clients by sharing product knowledge
and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed.
Performing branch operations which may include managing cash devices (e. g. cash vault, ATM, etc. ) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience
preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity USAA is a family of companies that provides insurance, banking, investments, retirement products and advice to more than 13 million current and former members of the U. S. military and their families. We are known for our legendary commitment to our members, and are consistently recognized for outstanding service, employee wellness and financial strength. This executive leader reports to the SVP, Business Risk and Controls
or Chief Controls Officer for USAA Federal Savings Bank. -We are looking for a risk leader with a mortgage, consumer lending and credit background who will serve as controls executive for the Real Estate and Consumer Lending businesses as well as the supporting credit functions.
- This executive will lead a team of over 40 risk professionals partnering with the business to effectively execute the USAA FSB risk governance framework to operate within risk appetite including risk identification, measurement, monitoring and control. The Executive will be located in either San Antonio, TX, Charlotte, NC, Phoenix, AZ, Tampa, FL, Colorado Springs, CO, or Plano, TXWhat you'll do: Leads the design
and execution of the business risk and controls strategy for a department within the Bank, considering USAA's broader business strategy and complex regulations and supervisory expectations, including how they apply in a matrixed commercial environment.
Builds and oversees a team of Business Risk and Controls employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Sets the risk and controls vision, strategy, and design to support product offerings, optimize member experiences, increase industry market share, and maximize member retention, satisfaction for a department within the Bank, while operating within the Bank's risk appetite parameters.
Oversees business controls and governance programs, business controls and risk mitigations, and business strategy and planning for a department within the Bank. Specifically oversees key First Line of Defense functions including but not limited to: Reg W, BSA/AML, Control and Supplier Testing, Key Risk Indicators program, Loss Data, Risk Control Self backssment, Issue Management, Member Restitution, and Governance Programs. Operates within established policies and guidelines, and acting in accordance with applicable Banking laws, regulations, and supervisory guidance, including those related to consumer protection, including ensuring policy exceptions are promptly and effectively backssed and escalated.
Leads the First Line of Defense governance and administration of compliance and operational documents, operating procedures, and platform workflows within Bank parameters. Implements, develops, and maintains First Line of Defense business risk and control program in accordance with independent risk management guidance. backsses material risks associated with the Bank's operations on an ongoing basis and uses those risk backssments as a basis for evaluating progress in achieving the Bank's strategic mission.
Develops, communicates, and reinforces risk appetite and risk tolerance throughout the Bank in a manner that causes all employees to align their risk-taking decisions. Maintains awareness of disrupters, developments and trends that may affect the competitiveness, quality, and/or profitability of the department's ability to support the members' needs. Serves as a key contact to the OCC, Consumer Financial Protection Bureau (CFPB) and Federal Reserve Board (FRB) for the First Line of Defense.
Stays abreast of industry regulatory developments and keeps senior management apprised of relevant changes and developments. Ensures ongoing data analysis of risks, vulnerabilities, and market trends and compares internal performance to industry standards and best practices. Provides consultative advice in the design and performance of key controls and regularly reports the status of the control environment including issues and concerns to the General Manager. Monitors risk appetite metrics for changes in the risk profile for a department within the Bank, using monthly reports on metrics and thresholds breaches.
Develops appropriate third-party risk policies, and associated procedures, controls and processes in compliance with relevant state and federal regulatory compliance requirements. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of risk management, compliance, control, and/or audit experience in a Bank or financial services institute with a demonstrated record of success and/or growth.
8 years of people leadership experience in building, managing and/or developing high-performing teams. A proven track record leading comparable operations and programs within a Bank or financial services institution. Demonstrated ability to successfully navigate and operate across multiple levels of an organization. Extensive knowledge and understanding of all federal and state laws and regulatory guidance applicable to Banking institutions (e. g. Reg W, Reg Z, AML, etc. ).
Extensive knowledge, understanding and application of risk management and compliance framework and guidelines. Knowledge of federal laws, rules, - regulations, and applicable guidance to include: -OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: Mortgage acquisition, servicing and capital markets business or risk experience Consumer lending business or risk experience Credit risk experience Extensive experience interacting with regulators Compensation: -USAA has an effective process for backssing market data and establishing ranges to ensure we remain competitive.
You are paid within the salary range based on your experience and market position. The salary range for this position is: $315,800 - $568,500Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. -Long Term Incentive Plan: Cash payment for Executives only representing a cash payment which is both time and performance based -Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. - These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
- Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, please visit our benefits page on. -Relocation assistance is available for this position. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.
activities, providing excellent member service, responding to credit union product/service questions and other daily support needs. Primary: Screens and directs incoming phone calls to appropriate personnel/department. Greets members and queries to determine proper guidance or assistance needed.
Supports front desk coverage during daily lunch periods and operational gaps. Responds to member inquires and requests regarding account activities, histories, or functionalities. Assists members with account logins for Online Banking, Card Valet, and Mobile Banking apps. Coordinates and assists other departments associated with and/or related to member folders. Ability to accurately complete
any necessary member file maintenance or changes to an account, as needed/required. Runs errands and makes deliveries around the office or to external parties. Cross-sell all credit union products, services and promote a positive and friendly work environment.
Minimum Requirements: HS Diploma or GED Minimum of 1 year of related experience (Ideally in banking) Good verbal and written communication skills Proficient with basic MS Office Suite To apply, send resume to xyz X@. L. K. Jordan & Associates is an equal opportunity employer. L. K. Jordan & Associates
banking, wealth management, business banking and mortgage lending.
Purpose of the Position: Deliverthe best banking experience-resulting in lasting relationships. Providefull scope of products and services to deliver all capabilities of Broadway Bank to our customers.
Key Accountabilities: Deliveroutstanding service to our customers in order to meet established goals: Use a consultative salesapproach in order to deliver the full scope of Broadway's capabilities andfulfilling customers' stated and unstated needs. Discover and escalatereferral opportunities to the appropriate Specialist partner and ensuringtimely follow up. Ensure customers areintroduced to appropriate team members
to ensure seamless relationshipmanagement and to leverage specialists' knowledge and experience foradditional opportunities. Maintain good workingknowledge of the bank's full scope of products and services to ensureability to make appropriate recommendations and referrals.
Expand new and existingclient relationships: Creating an exceptional customer experience by buildingrelationships, backssing needs, recommending products and services, andexecuting the opening process for the following: consumer deposit account, savings accounts, time deposit (CD), safe deposit boxes, consumer loans, and credit cards. Actively participate incampaigns and promotions, ensuring that activities are completed
in atimely manner and that follow up activities are scheduled accordingly.
Effective use of En Actto capture client information, record client activities, schedule followup activities, identify next likely sales opportunities and other relatedactivities to facilitate robust customer relationship management. Complete newcustomer/new account on boarding activities as prescribed. Maintains excellentcustomer service and has the ability to problem solve customer requests. Meetor exceed operational standards: Perform accountopenings, customer maintenance, processing loan applications and closingloans in keeping with established procedures in order to ensure timelyservice delivery.
Process a variety ofcustomer transactions, which may include cash handling by hand, via cashrecyclers, ATMs and/or Automated Banking Machines. Ensure customertransactions are processed in keeping with all compliance, regulatory andprocedural requirements. Adhere to establishedsafety and security protocols. Adhere to establishedcash handling and check cashing procedures. Performs other duties asassigned by Financial Center Manager. Relationship Banker II -above accountabilities plus: Ensure the needs of thecustomer are being meet and assisting them with deepening therelationship by cross-selling and referring to partners when financialneeds are identified such as Business Banking, Mortgage (real estatesecured & portfolio mortgages), Merchant Services, Wealth Managementor Treasury Management.
Effectiveuse of all applications and systems utilized in the banker role. Relationship Banker III- above accountabilities plus: Expert in processing allconsumer loans including Home Equity Loans and Lines of Credit fromapplication to closing. Demonstrate high proficiency in first contactresolution for issues with banking services and accounts. Expertin all applications and systems utilized in the banker role.
Actsas a mentor for colleagues and supports branch leadership activities. Abilityto provide coaching and instruction to others on complex mattersinvolving high levels of detail. Competencies and Skills: Effective Communication Cultural Intelligence Team Engagement Self-Development Work Experience Requirements: Relationship Banker I: Previous retail or consultative sales experience. 4-year degree and/or equivalent combination of education and work experience in retail sales and service. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals.
Experience in the use of personal computers, Microsoft Word, Excel and Outlook. Relationship Banker II: 1-2 years of retails banking or financial services experience. 4-year degree and/or equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computers, Microsoft Word, Excel and Outlook.
Relationship Banker III: 2+ years of retail banking or financial services experience. 4-year degree and/or an equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computer, Microsoft Word, Excel and Outlook. Education Requirements: High School diploma or equivalent. Some college-level coursework is desirable. Other Qualifications: Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
Completion and successful passing of pre-employment testing. Other Requirements: Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds. Requires close visual acuity. Occasional travel within a geographic area may be required. We're a culture that offers resources to benefit your overall health and well-being: Employee Impact Groups Career Development and Mentorship Programs Generous paid time off, minimum 4 weeks Employee recognition, awards, and events Free vision insurance Retirement matching Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job.
Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, interaction, interactionual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
This role focuses on identifying appropriate treasury management opportunities, soliciting and developing all types of business activity, specializing in treasury management services and participates in the development of overall treasury management objectives, policies and practices.
Essential Functions: Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships. Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients. Track client-related issues to resolution, including those handed off to other teams for action and
ensures client issues are resolved appropriately and expeditiously. Escalate issues as necessary with bankers, management, and product/vendor management teams. Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
Identify other client banking needs and partner with key stakeholders on cross sell opportunities. Facilitates onboarding of major client relationships or complex industry types. Review sales, service and implementation processes to recommend process efficiencies. Other duties as assigned. Qualifications: A four-year undergraduate degree in business or finance along with direct Treasury Management experience is preferred. Experience
with treasury or cash management, product sales, relationship management, lending or other directly related experience is required.
4+ years' experience preferred. An equivalent combination of education and experience may meet job qualifications. Knowledge of banking, treasury management, banking/treasury products and procedures is required. Local candidates are highly preferred. Requires knowledge of local networks with expertise and pipelines in San Antonio and its surrounding communities. A demonstrated ability to develop and maintain major banking relationships is strongly preferred. Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders.
As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type This position typically pays minimum wage plus a draw against commission.
Summary Youre an experienced mortgage banker with an established client base who isnt afraid to generate new business. You value a company focus on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and
relationship maker. Our Mortgage Bankers change peoples lives Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers.
Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees,
customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award: winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group We participate in group learning and idea sharing, and we practice candid communication through our open: door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success.
: You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. : You'll generate business and close on time to ensure a seamless lending process. : You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. : You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education and Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2:3 years related mortgage lending experience.
Bachelor's degree strongly preferred. Working Conditions and Physical Requirements Office : 20 lbs BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all quali
Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Youre an experienced mortgage banker with an established client base who isnt afraid to hunt new business.
You value a company whose focus is on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and relationship maker. Our Mortgage Bankers change peoples
lives Job Description The Community Mortgage Banker is primarily responsible for the origination of new mortgage loans; representing a full range of mortgage financing; generates mortgage loans thru online, telephone and personal contact with individual consumers, groups and third: party referrers; provides customers with assistance from mortgage loan application to closing.
Team Culture Our mission is to be committed to our employees, customers, and community partners, to deliver the highest quality mortgage experience with integrity, honesty, knowledge, and award: winning service. We are dedicated to building BOK Financial Mortgage into a respected and recognized top Mortgage Lender
in our markets, and the employer of choice for all mortgage professionals.
You will have a voice and be part of the decision making process. We participate in group learning, idea sharing, and practice candid communication through our open: door policy. We don't have all the answers. That's where you come in. We want your feedback to make improvements. We treat each other with dignity and respect, value opinions and differences, and talk openly. We're receptive to feedback and constructive criticism. We do what we say we are going to do and hold ourselves and others accountable. Problems are brought to the surface, and so are solutions. We give praise and recognition for quality work and pursue excellence.
You'll also have a lot of fun with us How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success. : You'll be moving and shaking in your community, always connecting people and business possibilities.You will generate business and close on time to ensure our lending process is as seamless as possible. : You'll collect and analyze financial information from a client to ensure they will be eligible for a loan and make the necessary calculations to determine if they are a good investment.
Education and Experience Requirements This level of knowledge is normally acquired through completion of high school degree and 2:3 years related experience in mortgage loan origination. Working Conditions and Physical Requirements Office BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qua
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.
Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating 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. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent 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 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 Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services 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 Proficient in Microsoft computer applications Additional preferred skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our 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, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U. S. banks by asset size and is a leader is banking customer satisfaction.
At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
