Dallas, TX
12/18/2025

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
  • 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.