Job Description

Job Description

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 and 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
• Active or eligible registration as a Mortgage Loan Officer (MLO) through NMLS
• 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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