Private Banker
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-09
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Analyst, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
We have an opportunity for an experienced, relationship-driven professional to join a well-established, independently owned Texas bank within its Private Banking division.
This role is ideal for a seasoned private banker who operates with a high degree of autonomy and is motivated by building deep, long-term relationships with high-net-worth professionals and executives. You’ll represent a stable, profitable institution that values collaboration across business lines while focusing on full-relationship growth, profitability, and exceptional client experience.
DUTIES & RESPONSIBILITIES- Serve as the primary relationship manager for a portfolio of high-value private banking clients
- Develop new full banking relationships through proactive business development and community involvement
- Grow deposits and address lending needs across consumer, mortgage, and commercial real estate
- Analyze credit requests by evaluating financial statements, industry trends, management strength, and risk
- Prepare, review, and ensure accuracy of loan documentation and supporting materials
- Maintain regular contact with clients to assess evolving needs identify cross-sell opportunities
- Collaborate closely with Private Bank Relationship Managers, commercial lenders, and wealth management partners
- Participate in loan committee meetings, marketing initiatives, and community organizations
- Resolve client concerns promptly while delivering a coordinated, consistent service experience
- Support broader transformation and growth initiatives aligned with strategic and budgetary goals
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- Minimum of 7 years of private banking experience
- Strong proficiency in credit underwriting and loan structuring
- Demonstrated success in relationship management and business development
- Ability to influence, negotiate, and collaborate across organizational lines
- Comfortable working independently while contributing to a team-based environment
- Experience with Fiserv and EnAct preferred
- Strong financial, analytical, and documentation skills
- Ability to travel within the bank’s geographic footprint as needed
The organization supports employee well-being through generous paid time off, career development and mentorship, retirement matching, tuition reimbursement, and comprehensive benefits.
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