As a Private Banking Officer I with Frost, you will be responsible for developing relationships with and providing personal financial advice to clients and prospects with moderately complex finance circumstances. Responsibilities will include developing, managing, retaining, and expanding client relationships within the mass affluent to affluent markets (clients with $500k-1.5 million investable assets); generating a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually; making sales calls to clients; prospects and engaging in pre-call and post-call planning and strategy review; monitoring and managing client's existing credit relationships by reviewing current loan portfolio on a regular basis; identifying and recommending products and services best suited to meet clients' needs; developing and maintaining excellent working relationship with credit underwriting team; and participating in community and professional activities in order to enhance Frost's image and expand personal network of business contacts. The candidate will develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients.
Bachelor's degree or equivalent work experience
3 years of experience in financial industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Ability to promote and cross sell across all lines of business
Excellent verbal, written, communication, organizational, and customer service skills
General understanding of banking, investment, trust, and insurance products and services
Proficient in Microsoft computer applications.
FINRA Series 7, 63, & Group 1 license.
Certified Wealth Strategist designation
Property & Casualty Insurance license