What are the responsibilities and job description for the Private Banker position at Dallas Capital Bank?
Dallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in our clients' success, and strive to serve with integrity, commitment, innovation, insight, and honor.
Dallas Capital Bank is seeking a full-time onsite Private Banker centrally located in Dallas, TX. The Private Banker will be responsible for managing and servicing affluent clients and their financial needs, including deposits, lending, and other financial services.
QUALIFICATIONS / EDUCATION / EXPERIENCE:
-
- Bachelor's degree in business, finance, or related field
- 5 years of experience in private client financial services industry, banking, and loan review
- Completion of formal credit training preferred
- Understanding of investment strategies, risk, and return
- Solid understanding of banking fundamentals, underwriting principles and procedures
- Strong analytical, problem-solving, and decision-making skills
- Strong client relationship management skills
- Excellent communication and presentation skills
- Ability to work collaboratively in a team environment
- Commitment to providing exceptional customer service and ethical behavior
WORKING CONDITIONS / ENVIRONMENT:
HOURS: Onsite (non-remote); Monday - Friday; 8am - 5pm; Some variation in work hours
TRAVEL: Occasionally
Must have an unexpired Driver's License and vehicle.
Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law.
- Subject to Safe Act requirements; registration and background check with NMLS
