Private Banker II

SIMON • Houston, TX

111d

About The Position

The Private Banker II is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. This includes relationship oversight, new client acquisition, promotion of Private Banking consumer products, and facilitating connections with various bank departments to enhance client engagement. This position requires thorough knowledge of Private Banking offerings, while maintaining a comprehensive knowledge of Simmons Bank product lines. Key measurements of success are net new loan and deposit growth, referrals to other lines of business, and portfolio management including asset quality. This position is expected to produce at a high level through new and organic business and serve as a primary referral partner for wealth management in established markets.

Requirements

• Advanced understanding of banking products and services.
• Well-developed interpersonal and negotiating skills.
• Excellent written and verbal communication skills.
• Basic accounting, credit, and sales skills.
• Detail oriented and proven ability to multi-task.
• Ability to read and interpret documents such as procedure manuals and financial reports.
• Ability to write routine reports and business correspondence.
• Ability to effectively present information in one-on-one and small group situations.

Nice To Haves

• A Bachelor’s degree in business, finance, or related field.
• 5+ years banking experience with developed sales skills.
• 2+ years in a Private Banking role strongly preferred.
• Experience in the local market.

Responsibilities

• Assess potential client prospects to determine their eligibility for the Private Banking program and conduct referrals to other lines of business as needed.
• Proactively address potential client’s and Private Banking client’s needs through relational selling in a trusted advisor role.
• Maintain high level of customer relationship and professionalism.
• Establish and negotiate the terms under which credit will be extended including cost, risk, and profitability.
• Review and analyze financial information to determine a customer’s creditworthiness.
• Work closely with representatives from other Simmons LOB to provide a well-rounded banking relationship for clients.
• Become active in the community through membership in business organizations, community events, and/or non-profit organizations.
• Meet individual goals and contribute to a team-oriented environment.
• Set and achieve challenging goals without direct supervision.
• Achieve measures of success in relationship retention, expansion, and advocacy.
• Adhere to loan policies and procedures with complete documented files.
• Participate in educational and development opportunities.
• Ensure compliance with applicable laws, regulations, policies, and procedures.

Benefits

• Career growth opportunities.
• Wellness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees