Thursday, November 7, 2013

Private Banker - Houston, TX

Acts a the principal account and relationship manager for new and existing clients. Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Cross sell other bank products. Other duties as assigned.

Typically requires a Bachelors and 4+ years of directly related experience. Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields. Extensive knowledge of banking products and procedures, consumer and commercial credit structuring. Strong sales, client product and relationship management skills

  • Hours: Monday – Friday 8:00 A.M. – 5:00 P.M., 40 hrs. /wk.

  • Must be able to work flexible schedule

  • College degree preferred: BS or BA in Accounting/Finance

  • Salary and job level commensurate with experience

  • Employees regularly scheduled to work 20 hours or more per week are eligible for a full benefits package

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