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Private Banker

Job in Dallas, Dallas County, Texas, 75215, USA
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
QUALIFICATIONS
  • 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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