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Banking consultant Jobs in Frisco, TX

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Banking consultant • frisco tx

Last updated: 23 hours ago

Private Banking Officer I

Frost BankLittle Elm, TX, United States
Full-time

It's about caring for the generations ahead.Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting... Show more

Showroom Consultant

MTM LLCFrisco, Texas, United States
Full-time

We are seeking an ambitious Showroom Consultant/Inside Sales Representative to join our dynamic team.The ideal candidate will be responsible for driving sales through various channels and providing... Show more

Leasing Consultant

ZRS ManagementFrisco, TX, United States
Full-time

A leasing consultant primary role is to attract and screen potential tenants, provide information about available properties, negotiate lease terms, and ensure a smooth leasing process.As a leasing... Show more

Leasing Consultant

Avenue5 Residential, LLCFrisco, TX, US
$19.00 hourly
Full-time

Unlock your potential with Avenue5 Residential.We take care of you, so you can take care of our residents, properties and clients.Property management may be our business, but people are our passion... Show more

Marketing Consultant - III

ArtechFrisco, TX, United States
Full-time

Serve as Hispanic Market creative lead on assigned initiatives, driving in-culture creative across LOB touchpoints.Lead Hispanic ATL campaign strategy and creative direction across TV, OLV, OTT, ra... Show more

Consultant

TradeJobsWorkForce75024 Plano, TX, US
Full-time

Consultant Job Duties: Conducts research to understand how a company functions and ... Show more

 • Promoted

IBP Consultant

YochanaFrisco, TX, United States
Full-time

End To End Supply Chain Planning Solution Architect.In depth knowledge of IBP, supply planning, APO, integrations.Experience in blueprinting, designing, business requirement discussion.Have impleme... Show more

Mortgage Consultant - Frisco

Extraco Banks, N.A.Frisco, TX, United States
Full-time

This position will establish relationships with potential clients, establish sales and participate in community events.Solicitation and origination of mortgage company and/or bank products.Maintain... Show more

Mortgage Consultant - Frisco

Extraco BanksFrisco, TX
Full-time

This position will establish relationships with potential clients, establish sales and participate in community events.Solicitation and origination of mortgage company and/or bank products.Maintain... Show more

Lactation Consultant

United Surgical Partners International Inc (USPI)Frisco, TX, US
Full-time

The Certified Lactation Consultant is skilled in assessment, planning, implementation, and evaluation to assist the breastfeeding mother to attain her individual goals.The Lactation Consultant func... Show more

Remote Management Consultant

Micro1Little Elm, Texas, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Remote Management Consultant

Micro1Prosper, Texas, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Chief of Staff to the Chief Banking Officer

First United Bank & TrustParkwood,Plano
Full-time

This is not an administrative role.This is not a project manager with a fancy title.This is the person who makes the entire community banking franchise move faster.First United Bank is a purpose-dr... Show more

Remote Management Consultant

Micro1Paloma Creek South, Texas, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Business Banking Senior Relationship Manager - Greater Dallas Market

Bank of AmericaFrisco, TX, United States
Full-time

Bank Of America Business Banking Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving... Show more

Sales and Leasing Consultant

Hendrick Automotive Group CorporateFrisco, TX, US
Full-time

Hendrick Volkswagen Frisco Location: 5010 State Highway 121, Frisco, Texas 75034 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Supervisory ... Show more

 • Promoted

Jira Project Coordinator - Banking and payments domain

IntersourcesFrisco, TX, United States
Full-time

Location: Frisco, TX, OR Farmington Hills MI - (at least two days on site per week) (open for relocation) Duration: 12 months.Maintain and organize Jira boards for projects in alignment with client... Show more

Remote Management Consultant

Micro1The Colony, Texas, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Leasing Consultant

Price BrothersFrisco, TX, United States
$17.35 hourly
Full-time

Price Brothers Management Company is a premier family owned and operated property management organization with over 100 years in the real estate industry.We believe in investing in our team members... Show more

Marketing Consultant - III

Apex SystemsFrisco, TX, United States
Full-time

Cover the Hispanic Market creative lead role during leave, driving in-culture advertising across lines of business while owning assigned projects end to end, from intake through delivery, across ou... Show more

People also ask
Private Banking Officer I

Private Banking Officer I

Frost BankLittle Elm, TX, United States
23 hours ago
Job type
  • Full-time
Job description

Private Banking Officer I

It's about caring for the generations ahead.

Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?

At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Private Banking Officer I, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.

What you'll do:

  • Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K$1.5 million of investable assets)
  • Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
  • Make sales calls to clients
  • Prospect and engage in pre-call and post-call planning and strategy review
  • Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
  • Identify and recommend products and services that are best suited to meet our clients' needs
  • Develop and maintain excellent working relationships with the credit underwriting team
  • Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
  • Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
  • Proactively stay in touch with your customer and contacting them

What you'll need:

  • Bachelor's degree or equivalent work experience
  • 2+ years in a customer facing relationship management role, preferably within the financial services industry
  • Proven record of success in cultivating new relationships
  • Outstanding interpersonal, calling, sales, and negotiation skills
  • Ability to promote and cross sell across all lines of business
  • Excellent verbal, written, communication, organizational, and customer service skills
  • General understanding of banking, investment, trust, and insurance products and services
  • NMLS license; the ability to transfer license to Frost or obtain license within 60 days
  • Proficient in Microsoft computer applications

Additional Preferred Skills:

  • FINRA Series 7, 63, & Group 1 license.
  • Certified Wealth Strategist designation
  • Property & Casualty Insurance license

Frost Benefits:

  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.