Private Banker jobs in Texas

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

  • 24 Days Ago

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Private Banker
  • Hancock Whitney
  • Houston, TX FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access t...
  • 1 Month Ago

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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...
  • 1 Day Ago

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Private Banker - San Antonio
  • MidFirst Bank - Default
  • San Antonio, 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 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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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 4/26/2024 12:00:00 AM

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Private Banker
  • Norman Alex
  • Out client, a top tier global Private bank is seeking seasoned RM's and Private Bankers. We require hunters/rainmakers t...
  • 4/25/2024 12:00:00 AM

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Senior Private Banker
  • WolfCreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/25/2024 12:00:00 AM

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Senior Private Banker
  • Wolfcreek Consulting Inc
  • Palm Beach Gardens, FL
  • Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of ...
  • 4/24/2024 12:00:00 AM

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SVP, Private Banker (On-site)
  • Gateway First Bank
  • Tulsa, OK
  • Job Description Job Description JOB SUMMARY: The SVP, Private Banker manages a private banking portfolio of high-net-wor...
  • 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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Senior Private Banker
  • Avior Executive Search, Inc
  • Orlando, FL
  • Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 4/22/2024 12:00:00 AM

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Senior Private Banker
  • Wolfcreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/22/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,545 to $105,177

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019