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Private Banking Associate Jobs in Texas (NOW HIRING)

Fifth Third Bank

Senior Private Banker

Dallas, TX · On-site

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

Fifth Third

Senior Private Banker

Dallas, TX

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

Sunflower Bank NA

Private Banker

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank NA

Private Banker

Houston, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank, N.A.

Private Banker

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Jefferies

Investment Banking Associate - TMT

Dallas, TX

$150K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investment Banking Associate - Technology, Media & Telecommunications (TMT) Location: Dallas ... This position offers significant exposure to senior bankers, corporate executives, private equity ...

Jefferies

Investment Banking Associate - TMT

Dallas, TX · On-site

$150K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investment Banking Associate - Technology, Media & Telecommunications (TMT) Location: Dallas ... This position offers significant exposure to senior bankers, corporate executives, private equity ...

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All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Texas

Private Banking Associate information

See Texas salary details

$25.2K

$131.6K

$289.3K

How much do private banking associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for private banking associate in Texas is $131,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $198,000.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a private banking associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are popular job titles related to Private Banking Associate jobs in Texas?

For Private Banking Associate jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Private Banking Associate jobs in Texas look for?

The top searched job categories for Private Banking Associate jobs in Texas are:

What cities in Texas are hiring for Private Banking Associate jobs?

Cities in Texas with the most Private Banking Associate job openings:

Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $131,558 per year, or $63.2 per hour.

Senior Private Banker

Fifth Third Bank

Dallas, TX • On-site

Full-time

Re-posted 9 days ago

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

104th of 171 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Serves as a banking specialist for high net worth and ultra high net worth client relationships Provides deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the client's goals
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Prospects for clients by sourcing and building own pipeline of clients/opportunities.
  • Earns referrals from clients and internal business partners and Center of Influence (COI).
  • Partners with the WMA, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities.
  • Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services based on client goals.
  • Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor.
  • Demonstrates highly developed sales, client contact, and relationship management skills including development of targeted business plans and achieves annual target sales goal
  • Utilizes CRM to appropriately track prospects to close.
  • Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered.
  • Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process.
  • Ensures service standards and metrics are met based on client banking needs and segmentation (e.g. ultra-affluent, inherited wealth, etc.).
  • Collaborates with WMA to deliver advanced planning techniques.
  • Partners with internal and external service providers including, Centers of Influence (e.g. attorney, accountant), to optimize Life360 effectiveness and efficiency.
  • Takes ownership for resolving client's banking issues.
  • Provides client with current industry trends and commands a thorough knowledge of banking products and solutions.
  • Challenges and collaborates with the client to articulate and achieve their goals.
  • Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship.
  • Ensures prospect/client information is appropriately entered, updated, and managed in CRM.
  • Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. stock option financing, unique assets, customized loans, etc.).
  • Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements, and maintaining current loan ratings.
  • Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality.

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
  • BS/BA is required. Business Administration, Finance, Economics is preferred; MBA is preferred.
  • Brings a minimum of 8 years of successful sales/client service experience in commercial, business and/or private banking services industry.
  • Experienced operating in an environment that stresses both individual accountability and team-based performance.
  • Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
  • Strong credit, underwriting, and loan structuring skills.
  • Ability to analyze financial statements.
  • Demonstrates in depth knowledge of banking issues and possess at least one area of specialized expertise.
  • Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
  • Uses effective problem solving and analytical skills.
  • Displays a professional presence within professional and community organizations.
  • Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, PowerPoint and Access.
  • Serves as a mentor to Private Banking associates.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

Senior Private Banker
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75201
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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About Fifth Third Bank

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Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1858

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