Private Banker jobs in Carrollton, TX

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

D
Private Banker
  • Dallas Capital Bank
  • Dallas, TX FULL_TIME
  • Dallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in our clients' success, and strive to serve with integrity, commitment, innovation, insight, and honor.


    Dallas Capital Bank is seeking a full-time onsite Private Banker centrally located in Dallas, TX. The Private Banker will be responsible for managing and servicing affluent clients and their financial needs, including deposits, lending, and other financial services.


    QUALIFICATIONS / EDUCATION / EXPERIENCE:

      • Bachelor's degree in business, finance, or related field
      • 5 years of experience in private client financial services industry, banking, and loan review
      • Completion of formal credit training preferred
      • Subject to Safe Act requirements; registration and background check with NMLS
      • Understanding of investment strategies, risk, and return
      • Solid understanding of banking fundamentals, underwriting principles and procedures
      • Strong analytical, problem-solving, and decision-making skills
      • Strong client relationship management skills
      • Excellent communication and presentation skills
      • Ability to work collaboratively in a team environment
      • Commitment to providing exceptional customer service and ethical behavior

    WORKING CONDITIONS / ENVIRONMENT:

    HOURS: Monday - Friday; 8am - 5pm; Some variation in work hours

    TRAVEL: Occasionally

    Must have an unexpired Driver's License and vehicle.


    DCB is an Equal Opportunity and Affirmative Action Employer

  • 5 Days Ago

N
SVP, Private Banker
  • NexBank
  • Dallas, TX FULL_TIME
  • DescriptionOriginally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that...
  • 12 Days Ago

M
Private Banker - Dallas
  • MidFirst Bank - Default
  • Dallas, TX FULL_TIME
  • Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and ...
  • 2 Months Ago

C
Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Mc Kinney, TX FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 2 Months Ago

J
Private Client Banker - Legacy and Coit - Plano, Tx.
  • JPMC Candidate Experience page
  • Plano, TX FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 4 Days Ago

J
Private Client Banker - Preston Center - Dallas, TX
  • JPMC Candidate Experience page
  • Dallas, TX FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 2 Months Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Carrollton, TX area

C
Sr. Associate BDA
  • Capital Senior Living
  • Addison, TX
  • About Sonida Senior Living Sonida Senior Living is one of the nation's leading operators of independent living, assisted...
  • 5/7/2024 12:00:00 AM

N
SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 5/6/2024 12:00:00 AM

F
Private Banking Relationship Manager
  • First Horizon
  • Plano, TX
  • Location: On site, Plano, TX Summary Private Bankers are responsible for business development of professional high net w...
  • 5/6/2024 12:00:00 AM

B
Mortgage Banker
  • BOK Financial
  • Fort Worth, TX
  • Req ID:74843 Location: Fort Worth -FTWT Areas of Interest: Mortgage Banking Pay Transparency Salary Range: Not Available...
  • 5/5/2024 12:00:00 AM

A
Senior Registered Client Associate
  • Ascendo Resources
  • Dallas, TX
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 5/4/2024 12:00:00 AM

C
Loan Servicing Analyst
  • Confidential
  • Dallas, TX
  • - Hybrid – 3 days a week in office in Dallas OR Tempe, AZ: *** REQUIREMENTS - 3-5 years' minimum servicing experience (N...
  • 5/4/2024 12:00:00 AM

C
In-Business Credit Risk Senior Reviewer for Wealth Management
  • Citigroup, Inc.
  • Irving, TX
  • Citi Private Bank Citi Global Wealth (CGW) is a trusted advisor to the world's wealthiest, most influential Individuals ...
  • 5/4/2024 12:00:00 AM

J
U.S. Private Bank - Investment Specialist - Associate
  • JPMorgan Chase
  • Fort Worth, TX
  • Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and ...
  • 5/4/2024 12:00:00 AM

Carrollton is a city in Denton, Dallas and Collin counties in Texas, United States. As of the 2010 census, its population was 119,097, making it the twenty-third most populous city in Texas. According to the United States Census Bureau, Carrollton has a total area of 37.1 square miles (96.1 km2), of which 36.3 square miles (94.0 km2) is land and 0.81 square miles (2.1 km2), or 2.19%, is water. Carrollton is located in portions of three counties: Dallas County, Denton County, and Collin County....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,286 to $106,267
Carrollton, Texas area prices
were up 2.2% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020