Private Banker jobs in Richardson, 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

  • 17 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...
  • 26 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 ...
  • 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 Richardson, TX area

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Private Wealth Credit Specialist III
  • BOK Financial
  • Dallas, TX
  • Req ID:74786 Location: Dallas -DAL, Tulsa -TUL, Oklahoma City -OKC, Houston -HOUS Areas of Interest: Underwriting Pay Tr...
  • 4/19/2024 12:00:00 AM

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Bilingual Personal Banker I - Retail
  • BOK Financial Corp.
  • Dallas, TX
  • Req ID: 74960 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: ...
  • 4/19/2024 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 *...
  • 4/19/2024 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...
  • 4/19/2024 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...
  • 4/18/2024 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...
  • 4/18/2024 12:00:00 AM

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Community Liaison
  • Comfort Keepers of Ft. Worth
  • Trophy Club, TX
  • Quick position summary: Help us help others! Join a rewarding field - home care and reputable, small co.! We are seeking...
  • 4/17/2024 12:00:00 AM

The cities of Dallas, Plano and Garland, Texas constitute almost all of the Richardson border apart from the municipality's extreme northeastern "panhandle." The Lake Highlands area of northeast Dallas borders Richardson to the south, North Dallas to the southwest, Far North Dallas to the west, West Plano to the northwest, East Plano to the north, the city of Murphy to the northeast, Sachse to the east, and Garland to the southeast. Richardson is located at 32°57′56″N 96°42′57″W / 32.965628°N 96.715707°W / 32.965628; -96.715707. According to the United States Census Bureau, the city has a t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,130 to $106,037
Richardson, Texas area prices
were up 2.2% from a year ago

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