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Private Banking Officer Jobs (NOW HIRING)

ServisFirst Bank

Private Banking Officer

Cornelius, NC · On-site

DUTIES AND RESPONSIBILITIES The Private Banking Officer is responsible for providing the highest level of comprehensive, personalized banking services to our clients and prospects that may represent ...

Central Bancompany

Private Banking Officer

Clayton, MO · On-site

The Private Banking Officer will serve as primary relationship advisor for high net worth and ultra-high net worth clients. This officer is responsible for developing and administering strategies ...

Fidelity Bank

Private Banking Officer

Wichita, KS · On-site

As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success. The candidate for this position ...

Fidelity Bank

Private Banking Officer

Wichita, KS · On-site

As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success. The candidate for this position ...

ServisFirst Bank

Private Banking Officer

Charlotte, NC · On-site

DUTIES AND RESPONSIBILITIES The Private Banking Officer is responsible for providing the highest level of comprehensive, personalized banking services to our clients and prospects that may represent ...

Fidelity Bank

Private Banking Officer

Wichita, KS · On-site

As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success. The candidate for this position ...

Frost Bank

Private Banking Officer II

Houston, TX · On-site

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 ...

Frost Bank

Private Banking Officer II

Dallas, TX · On-site

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 ...

Frost Bank

Private Banking Officer II

Fulshear, TX · On-site

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 ...

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Frost Bank

Private Banking Officer II

Kingwood, TX · On-site

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 ...

Frost Bank

Private Banking Officer II

Flower Mound, TX · On-site

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 ...

Frost Bank

Private Banking Officer II

Wylie, TX · On-site

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 ...

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Private Banking Officer information

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How much do private banking officer jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for private banking officer in the United States is $30.14, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $38.70 per hour, depending on experience, location, and employer.

What is a private banking officer?

Private Banking Officers are financial professionals who provide personalized banking and wealth management services to high-net-worth individuals and families. They help clients manage their assets, offer investment advice, and coordinate specialized financial services such as estate planning, credit solutions, and tax strategies. Their primary goal is to build long-term relationships with clients by understanding their financial goals and offering tailored solutions to grow and protect their wealth.

How do private banking officers typically collaborate with other departments to serve high-net-worth clients?

Private Banking Officers often work closely with teams from investment management, tax advisory, and estate planning to deliver comprehensive financial solutions for high-net-worth clients. Regular collaboration ensures that each client's unique financial goals are addressed, from optimizing investment portfolios to structuring trusts and managing liquidity needs. This cross-functional teamwork allows Private Banking Officers to provide personalized, holistic service and stay proactive in addressing complex client requirements.

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

To thrive as a Private Banking Officer, you need a solid background in finance, strong analytical skills, and often a degree in business or finance-related fields, along with relevant banking certifications. Proficiency with portfolio management systems, CRM tools, and financial planning software is typically required. Excellent interpersonal communication, discretion, and relationship-building skills distinguish top performers in this role. These abilities are essential for effectively managing high-net-worth clients’ portfolios, ensuring regulatory compliance, and fostering long-term client trust.

What is the difference between Private Banking Officer vs Relationship Manager?

AspectPrivate Banking OfficerRelationship Manager
CredentialsRelevant banking certifications, financial licensesSimilar certifications, often the same
Work EnvironmentPrivate banks, wealth management divisionsPrivate banks, retail banking divisions
Employer & IndustryPrivate banking, wealth managementCommercial and private banking
Primary FocusManaging high-net-worth client portfolios, financial productsBuilding client relationships, cross-selling banking services

Both roles serve high-net-worth clients and require financial certifications. The Private Banking Officer primarily manages client portfolios and offers tailored financial solutions, while the Relationship Manager focuses on client relationship building and cross-selling banking products. The roles often overlap but differ in their core focus within private banking environments.

Do private banking officers get paid well?

Private banking officers typically earn competitive salaries that include base pay, bonuses, and commissions, reflecting their client management responsibilities and financial expertise. Compensation varies based on experience, location, and performance, with many earning six-figure incomes in high-demand markets.

What cities are hiring for Private Banking Officer jobs?

Cities with the most Private Banking Officer job openings:

Who are the top companies hiring for Private Banking Officer jobs?

The top employers for Private Banking Officer jobs are:

What are popular job titles related to Private Banking Officer jobs?

For Private Banking Officer jobs, the most frequently searched job titles are:

Private Banking Officer jobs near you
Infographic showing various Private Banking Officer job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $62,694 per year, or $30.1 per hour.

Private Banking Officer

Cornelius, NC • On-site

ServisFirst Bank
See more jobs at ServisFirst Bankexternal

Full-time

Re-posted 14 days ago

Job description

At ServisFirst, Our Name is Our Mission. 

DUTIES AND RESPONSIBILITIES

The Private Banking Officer is responsible for providing the highest level of comprehensive, personalized banking services to our clients and prospects that may represent significant and sensitive high net worth banking relationships. Private banking clients have unique banking needs and the Private Banking Officer coordinates service so that the client receives a personalized, seamless experience regardless of which bank product is in use.

The incumbent will: 

  • Evaluate needs of potential clients and offer appropriate financial products, services and loans
  • Promote and cross-sell other products and services as appropriate to client requirements
  • Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
  • Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Conduct networking activities such as community events, attending local Chambers of Commerce meetings, developing relationships with centers of influence and entertaining clients/prospects to enhance relationships and create new sales
  • Develop call lists of clients and prospects to meet monthly call goals
  • Conduct warm and cold prospect calls in accordance with stated goals 
  • Generate new business to meet annual growth goals
  • Prepare and compile information to open new accounts
  • Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
  • Prepare loan memos and documents to submit for loan approval
  • Ensure completeness and accuracy of loan documentation
  • Oversee timely closing and funding of loans
  • Inform and advise clients of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity
  • Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies 

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

 

Note: Additional duties and responsibilities may be assigned. 

 

MINIMUM QUALIFICATIONS

  • Bachelor’s degree in related field and minimum of three (3) years’ banking or financial services experience required 
  • Experience working directly with customers at all levels, from support staff to business owners and managers
  • Excellent communication and presentation skills, as demonstrated by previous experience interacting with decision makers and influencers
  • Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process 
  • Experience working independently
  • Ability to stay organized and multi-task 
  • Experience using Microsoft Outlook, Word and Excel

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor 
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise
  • Some travel necessary for client/prospect meetings and networking events

EOE/AA