Private Banker jobs in Irving, 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)

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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

  • 22 Days Ago

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX FULL_TIME
  • OverviewThe Private Banker II develops new deposit and loan relationships, as well as generates loan fee income. Maintain and service an existing portfolio of personal and business deposit and loan re...
  • 1 Month Ago

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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 ...
  • 1 Month Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Carrollton, 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...
  • 1 Month Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Garland, 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...
  • 1 Month Ago

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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...
  • 1 Month Ago

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0 Private Banker jobs found in Irving, TX area

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Deal Advisory Services Senior Associate
  • Whitley Penn
  • Dallas, TX
  • How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms b...
  • 4/24/2024 12:00:00 AM

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Teller/Customer Service Representative | Dallas Market
  • Hilltop Holdings
  • Dallas, TX
  • **Teller/Customer Service Representative | Dallas Market** CAROUSEL_PARAGRAPH * Dallas, Texas * Retail Banking * 13987 *...
  • 4/24/2024 12:00:00 AM

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Personal Assistant
  • SII Promotions
  • Dallas, TX
  • Company Description Personal Assistant for Fashion Designer Role Description This is a full-time mixed onsite/remote rol...
  • 4/24/2024 12:00:00 AM

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 4/23/2024 12:00:00 AM

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2025 Tax Winter Intern - Private Client Services (PCS)
  • EisnerAmper LLP
  • Dallas, TX
  • Job Description About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects famil...
  • 4/23/2024 12:00:00 AM

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Private Wealth Banker
  • BOK Financial
  • Plano, TX
  • Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Appl...
  • 4/22/2024 12:00:00 AM

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PEPI Manager - Software & Tech M&A (Open to all US locations)
  • Alvarez & Marsal
  • Dallas, TX
  • DescriptionAlvarez & Marsal Private Equity Performance ImprovementManager, Software Product and Tech DiligenceAlvarez & ...
  • 4/22/2024 12:00:00 AM

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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...
  • 4/21/2024 12:00:00 AM

Irving is a principal city in Dallas County in the U.S. state of Texas and it is also an inner ring suburb of the city of Dallas. According to a 2017 estimate from the United States Census Bureau, the city population was 240,373 making it the thirteenth-most populous city in Texas and 93rd most populous city in the U.S. The city of Irving is part of the Dallas–Fort Worth metroplex. Irving includes the Las Colinas community, one of the first master-planned developments in the United States and once the largest mixed-use development in the Southwest with a land area of more than 12,000 acres (4,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,130 to $106,037
Irving, Texas area prices
were up 2.2% from a year ago

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