Private Banker

Private Banker – Corpus Christi, TX

Our vibrant Community Bank client, known for innovation, customer and employee driven culture, collaborative leadership steeped with history and legacy is growing and looking to add Private Banking talent to their team. Ideal person will have relationships in the coastal bend or familiar with the community.

• Proactive and relationship driven approach:
  Acquisition, Expansion and Retention growing high‑net worth client relationships by providing high‑touch service that far exceeds the client’s expectations.
• Actively manage banking relationships, using a consultant‑based approach, to ensure that each client receives the best products and services for their needs.
• Partner with Bank resources including Financial Wealth Advisors, Treasury Officers, and Commercial Relationship Managers to provide or connect clients with expertise to help them with their specialized financial needs, including all borrowing, depository, or investment needs.
• Develop new relationships with new clients, identify potential clients from group banking and other activities and resources.
• Establish referral sources to include existing clients, Attorneys, CPA firms, as well as centers of influence (COI).
• Develop reciprocal referral relationships with internal partners.
• Network in the community with the intention of acquiring Private Banking level households.
• Be visible in the community via volunteerism to support the spirit of cooperation.

• Minimum of 3 to 5 years of private banking and/or commercial lending industry experience.
• Strong understanding of banking and lending products.
• Experience in understanding the financial needs of all types of clients.
• Well organized.
• Driven by a desire to consistently achieve top results.
• Bachelor’s degree preferred and formal credit training a plus.

Base pay based on experience plus incentive and competitive benefit package.