Private Banking Officer Job at Dexian, Austin, TX

Z3VzK1B1QUg2MmR0UEFlaEVsZmw1NkV3WUE9PQ==
  • Dexian
  • Austin, TX

Job Description

Dexian Professional is partnering with a client to hire a Private Banking Officer for a on-site opportunity in Austin, Texas.

What You’ll Do:

  • Work with wealthy clients to help them manage their money.
  • Make sales calls and plan strategies before and after meetings.
  • Review and manage clients’ loans regularly.
  • Recommend financial products and services.
  • Collaborate with the credit team.
  • Lead and support your banking team.
  • Handle special projects when needed.

What You’ll Need:

  • Bachelor’s degree or similar work experience.
  • 5+ years in finance.
  • Familiarity with financial statements and tax returns.
  • NMLS license (or willingness to get it within 60 days).
  • Knowledge of lending and personal finance.
  • Ability to work independently and manage client portfolios.

Nice to Have:

  • Series 7, 63, and Group 1 Insurance license (or willingness to get them within 6 months).
  • Property and Casualty Insurance license.
  • Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) certification.
  • Credit training experience.

Job Tags

Work experience placement, Bank staff,

Similar Jobs

Hy-Vee

Floral Manager Job at Hy-Vee

 ...Floral Manager - Florist Experience Required General Function: Sets the department standards for customer service, employee relations, cleanliness, sanitation, professional appearance and overall profitability. Coordinates the delivery of the freshest and best quality... 

Cassia CONNECT

Certified Nursing Assistant - Training Provided Job at Cassia CONNECT

: Provide hands-on personal care Assist with nurse-delegated tasks such as recording vital signs and operating mechanical lifts....  ...Collaborative and Inclusive Work Culture Cassias Response to COVID-19: Cassia follows the CMS requirements. We are serious... 

Coda Search│Staffing

Pharmaceutical Manufacturing Lead - High Potency Job at Coda Search│Staffing

 ...Job Description The High Potency API Lead will be responsible for the manufacturing of highly potent API pharmaceuticals in kilogram-scale lab (Glass equipment ranging from 5L-100L) in accordance with customer and internal specifications. Key Responsibilities /... 

IBM

Computer Operator Job at IBM

 ...resolve hardware issues via trouble ticketDesired Experience: Operating System Installation - Windows Server, Linux, Unix Cabling...  ...expertise Proficiency in assembling and configuring computer hardware components, including CPUs, RAM, storage drives, and... 

Entech Resources, LLC

Maintenance Supervisor - Power Generation / Renewable Energy / Steam Systems / Gas & Steam Turbines / Boiler / High Pressure Piping / Chillers / Emissions Systems / Scrubbers Job at Entech Resources, LLC

 ...steam turbine, heat recovery steam generators (HRSGs), cooling towers, chillers, air compressors, and various related ancillary equipment...  ...regularly required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The individual...