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.
Private Banking Officer II
Kingwood, 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.
Private Banking Officer II
Kingwood, 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.
Private Banking Officer II
Sugar Land, 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.
Private Banking Officer II
Sugar Land, 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.
Private Banking Officer II
Sugar Land, 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.
Private Banking Officer II
Sugar Land, 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.
Private Banking Officer II
Houston, 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.
Private Banking Officer II
Houston, 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.
Trust Advisor III
Fort Worth, TX · On-site
If so, being a Trust Advisor III 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 ...
Trust Advisor III
Fort Worth, TX · On-site
If so, being a Trust Advisor III 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 ...
Client Advisor
Akron, OH · On-site
gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial ...
Client Advisor
Akron, OH · On-site
gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial ...
Trust Advisor III
Fort Worth, TX · On-site
If so, being a Trust Advisor III 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 ...
Trust Advisor III
Fort Worth, TX · On-site
If so, being a Trust Advisor III 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 ...
Wealth Advisor I
Mason, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Mason, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Jersey Village, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Jersey Village, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Houston, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Houston, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Katy, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor I
Katy, TX · On-site
If so, the Wealth Advisor I role might be for you! At Frost, it's about more than a job. It's about ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Client Advisor
Canton, OH · On-site
gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial ...
Client Advisor
Canton, OH · On-site
gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial ...
Wealth Advisor II
New Braunfels, TX · On-site
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. Frost was named to Forbes ...
Wealth Advisor II
New Braunfels, TX · On-site
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. Frost was named to Forbes ...
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor II
Victoria, TX · On-site
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Wealth Advisor II
Victoria, TX · On-site
If so, the Wealth Advisor II role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
If so, the Wealth Advisor III role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
If so, the Wealth Advisor III role might be for you! At Frost, it's about more than a job. It ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...
Banking Customer Advisor information
See salary details
$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
How much do banking customer advisor jobs pay per hour?
What cities are hiring for Banking Customer Advisor jobs?
Cities with the most Banking Customer Advisor job openings:
What states have the most Banking Customer Advisor jobs?
States with the most job openings for Banking Customer Advisor jobs include:
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Private Banking Officer II
Flower Mound, TX • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 2 days ago
Frost Bank rating
8.7
Based on 30 frontline employees who took The Breakroom Quiz
Job description
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 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 a customer facing relationship management role, preferably within the financial services 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 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.
What Frost Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Frost
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Antonio, TX, US