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)
Description
Originally 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 includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.
Position Specifications:
The SVP, Private Banker at NexBank provides concierge lending to ultra-high net worth individuals who is collaborative, confident, and motivated to provide a first-class experience to clients at NexBank. This role orchestrates client relationships, assessing their borrowing and treasury management. An ideal employee of NexBank has an entrepreneurial mindset and is constantly challenging themselves to thrive within the Bank’s “fewer, better” culture. This role reports to the SVP, Head of Commercial Lending. The Bank is located in Dallas, Texas.
Alternate Titles: SVP, Head of Private Banking; Private Banker, [Director, Managing Director, or Executive Director]
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0 Private Banker jobs found in Grand Prairie, TX area