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Cullen/Frost Bankers Inc

Cullen/Frost Bankers, Inc. is the holding company for The Frost National Bank. The Bank provides commercial banking, consumer services, investment banking, international banking, trust services, correspondent banking, discount brokerage, and insurance services through a network of offices in Texas. Read More

Address      100 West Houston Street San Antonio, TX 78205 United States
Website      www.frostbank.com
Holding      No Holding Details

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Private Banking Officer

As a Private Banking Officer II  with Frost, you will be responsible  for providing a full range of financial services available through Frost Bank to existing high value individual clients or those who have high potential to fit the profile of a Private Banking customer. Responsibilities will include acquiring new clients by gaining prospect referrals from other lines of business; maintaining a large portfolio of existing and potential customers with significant high value; actively making sales calls to clients and prospects, which includes pre-call planning and strategy review; and leading relationship team(s) as situations and relationships may require, team could include Personal Bankers, Commercial Officers, Insurance Agents, FMS Brokers, FMG Trust and Financial Management Officers and Mortgage Representatives. The candidate will be responsible for a specific Market of Region; attend meetings conducted at the Financial Center, Market, and Region level; and demonstrate outstanding business development skills with knowledge in small business loans/credit and cash management services.

*  5 - 7 years experience in Banking or Financial Services
*  Extensive knowledge of deposit and lending needs
*  Understanding and knowledge of small business needs
*  Must have technical expertise with various systems
*  Excellent written and verbal communication skills
*  Exceptional time management skills
*  Proficient in Microsoft computer applications
*  Performance at the following level: Generate $1.0 - $3.0 million of new business per month
*  FINRA Series 7 and 63 or attainment within 6 months
*  General Lines Agent License: Life, Accident, Health, and HMO or attainment within 6 months
*  Bachelor's degree or equivalent experience
*  Certified Financial Planner (CFP) designation
*  General Lines Agent License: Property and Casualty (P&C)

Other Job Information

Vacancy type:

Full Time

Contact Mode:

(877) 714-4932


not provided

Contact Name:

not provided

Job Duration:

not provided


(800) 513-7678


not provided

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