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Private Banker - Dallas
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Country: USA
Location: Texas-Dallas Dallas, TX 75201
Total applied: 40
Job Category:Banking/Real Estate/Mortgage Professionals
Relevant Work Experience:5+ to 7 Years
Location:Dallas, TX 75201
Status:Full Time, Employee
Occupations:Loan Officer/Originator
Career Level:Experienced (Non-Manager)
Relevant Work Experience:5+ to 7 Years
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Private Banker - Dallas
This is truly an excellent opportunity for a private
banker to take their career to the next level!
TOP 25 BANK looking for candidates in both Dallas and Fort Worth
This bank is extremely competitive but not too big to have a lot of red tape.
BEST PLACE TO WORK by Quantum Market Research
This would also be of great interest to commercial bankers who want to make the transition into private banking.
The private banking department is poised for some major growth in the Fort Worthmarket.
Qualifications:
- 5+ years of experience in working with high net worth individuals in Private Banking or Commercial Banking
- Knowledge and experience in cross-selling investment management services
- Strong financial and analytical skills as well as sales and negotiation skills
- Must possess strong interpersonal skills to deal with the high net-worth individual and develop internal referral sources within the bank
Background/Education
- Bachelor's degree in Business or Finance or equivalent professional experience
- Five years plus in financial services industry
- Series 7, 63 and 65 or 66 certifications are a plus
- Experience in credit underwriting, loan structure and portfolio management
- Strong writing and computer skills
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