Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters ... of limited complexity in a support role. Typically requires 0-2 years of related experience.More Show Less
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Overview. The Private Banker effectively manages an existing portfolio of personal and business deposit and loan relationships. Engages internal business partners to identify, solicit and close cross-selling opportunities. Develops and maintains long term business relationships with clients. Responsibilities. Proactively monitor current Private Banking portfolio, including tracking and testing loan / financial covenants and assist in the clearing...
About the Company. With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset ...
About the Company. With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset ...
