Private Banker jobs in Mckinney, 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 premium 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
      • Credit Risk Certification (CRC) designation a plus
      • 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

  • 1 Day 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...
  • 4 Days 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 ...
  • 11 Days Ago

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Overnight Private Caregiver and Companion
  • Private Household
  • Dallas, TX CONTRACTOR,FULL_TIME
  • Please Note: Client has very strong preference for male caregivers. While there are many wonderful females in this line of work he is not comfortable having females assist with some more personal duti...
  • 14 Days Ago

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Private Client Banker - Eldorado and DNT - Frisco, TX
  • JPMC Candidate Experience page
  • Frisco, 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...
  • 22 Days Ago

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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...
  • 23 Days Ago

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0 Private Banker jobs found in Mckinney, TX area

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Buyer
  • Johnson Controls International
  • Apodaca, Nuevo León
  • What you will do As a Buyer in our organization, you will be responsible for leading the procurement strategies for Dire...
  • 3/28/2024 12:00:00 AM

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Warranty Specialist 1
  • Johnson Controls International
  • Apodaca, Nuevo León
  • Johnson Controls is a global diversified technology and multi industrial leader serving a wide range of customers in mor...
  • 3/28/2024 12:00:00 AM

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GENERATOR/HVAC Field Service Representative (TESA) in Vicenza, Italy. Must have a current and active Secret clearance.
  • General Dynamics Information Technology
  • GENERATOR/HVAC Field Service Representative ( TESA) in Vicenza Italy. Must have a current and active Secret clearance. A...
  • 3/28/2024 12:00:00 AM

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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 3/28/2024 12:00:00 AM

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Senior Network Administrator
  • General Dynamics Information Technology
  • GDIT has an exciting opportunity for a Sr. Network Administrator to support U.S. Army Europe as part of our EMITS progra...
  • 3/28/2024 12:00:00 AM

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Sheet Metal Lean Manufacturing Engineer
  • Johnson Controls International
  • Apodaca, Nuevo León
  • 3/28/2024 12:00:00 AM

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Sourcing & Reservation Specialist
  • Johnson Controls International
  • Apodaca, Nuevo León
  • RESPONSIBILITY LEVEL: Serves as a single point of contact for sourcing and reservations for Applied Equipment contracts ...
  • 3/28/2024 12:00:00 AM

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Project Development Application Engineer MX
  • Johnson Controls International
  • Apodaca, Nuevo León
  • The Project Development Application Engineer is responsible for supporting the sale of a wide range of Chiller Solutions...
  • 3/28/2024 12:00:00 AM

McKinney is a city in and the county seat of Collin County, Texas, United States. It is Collin County's second-largest city, after Plano. Part of the Dallas-Fort Worth metroplex, McKinney is about 32 miles (51 km) north of Dallas. The Census Bureau listed McKinney as the nation's fastest-growing city from 2000 to 2003 and again in 2006, among cities with more than 50,000 people. In 2007, it was ranked second-fastest-growing among cities with more than 100,000 people and in 2008 as third-fastest. In the 2010 census, the city's population was 131,117, making it Texas's 19th-most populous city. T...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,204 to $106,149
Mckinney, Texas area prices
were up 2.2% from a year ago

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