League City, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
League City, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Little Elm, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Little Elm, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Midland, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Midland, TX · On-site
As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Altoona, PA · On-site
$17/hr
As a Personal Banking Advisor, you'll get to: * Be the first point of contact for our customers ... Help new customers become acquainted with our bank and our services. * Perform a variety of day-to ...
Altoona, PA · On-site
$17/hr
As a Personal Banking Advisor, you'll get to: * Be the first point of contact for our customers ... Help new customers become acquainted with our bank and our services. * Perform a variety of day-to ...
Altoona, PA · On-site
$17/hr
As a Personal Banking Advisor, you'll get to: * Be the first point of contact for our customers ... Help new customers become acquainted with our bank and our services. * Perform a variety of day-to ...
Altoona, PA · On-site
$17/hr
As a Personal Banking Advisor, you'll get to: * Be the first point of contact for our customers ... Help new customers become acquainted with our bank and our services. * Perform a variety of day-to ...
Houston, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Houston, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Fort Worth, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Fort Worth, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Fort Worth, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Fort Worth, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Postoak, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Postoak, TX · On-site
If so, being a Trust Advisor II with Frost could be for you. At Frost, it's about more than a job ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Irving, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Irving, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Dallas, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Dallas, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Wylie, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Wylie, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Irving, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
Irving, TX · On-site
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... and the customer's other advisors, like attorneys and CPAs, to build a team around the customer.
As a Financial Advisor II , you will work with our clients to help them develop financial plans ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
As a Financial Advisor II , you will work with our clients to help them develop financial plans ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Plano, TX · On-site
As a Financial Advisor II , you will work with our clients to help them develop financial plans ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Plano, TX · On-site
As a Financial Advisor II , you will work with our clients to help them develop financial plans ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
$11.30 - $13.33
3% of jobs
$13.33 - $15.36
16% of jobs
$15.92 is the 25th percentile. Wages below this are outliers.
$15.36 - $17.40
22% of jobs
The median wage is $18.47 / hr.
$17.40 - $19.43
17% of jobs
$19.43 - $21.46
13% of jobs
$22.69 is the 75th percentile. Wages above this are outliers.
$21.46 - $23.49
7% of jobs
$23.49 - $25.52
8% of jobs
$25.52 - $27.56
4% of jobs
$27.56 - $29.59
6% of jobs
$29.59 - $31.62
2% of jobs
$31.62 - $33.65
1% of jobs
$11
$20
$33
Cities with the most Banking Customer Advisor job openings:
States with the most job openings for Banking Customer Advisor jobs include:
For Banking Customer Advisor jobs, the most frequently searched job titles are:
League City, TX • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 27 days ago
8.7
Based on 30 frontline employees who took The Breakroom Quiz
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than 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 I, 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 mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
Make sales calls to clients
Prospect and engage in pre-call and post-call planning and strategy review
Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
Identify and recommend products and services that are best suited to meet our clients' needs
Develop and maintain excellent working relationships with the credit underwriting team
Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Proactively stay in touch with your customer and contacting them
What you'll need:
Bachelor's degree or equivalent work experience
2+ years in a customer facing relationship management role, preferably within the financial services 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
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Proficient in Microsoft computer applications
Additional Preferred Skills:
FINRA Series 7, 63, & Group 1 license.
Certified Wealth Strategist designation
Property & Casualty Insurance license
Frost 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 disability, 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 in 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.
Get the full story on Breakroom
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
San Antonio, TX, US
