Private Banker II- Dallas

Why Broadway Bank:

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Position Overview:

The Private Banker II is responsible for managing a client base comprised primarily of professionals and executives, including medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role involves marketing, evaluating, negotiating, and monitoring a portfolio of loans and depository accounts while ensuring clients'' wealth management needs are met through collaboration with other divisions and experts within the organization.

Essential Functions:

• Initiates and cultivates relationships with new and existing private banking clients through active marketing efforts, including calls, visits, community involvement, and entertainment.
• Establishes and maintains primary contact relationships with targeted clients to maximize their lifetime value.
• Interviews applicants to gather financial and credit information, assess management abilities, and determine the associated risks.
• Conducts a thorough analysis of financial, industry, and management information.
• Structures credit terms in accordance with lending policies and procedures and prepares and presents loan requests to loan committees for approval.
• Ensures proper loan documentation is prepared and reviewed.
• Maintains periodic contact with existing clients to identify banking needs, track financial trends, and monitor changes in their organizations or industries.
• Cross-sells new and existing products and services to clients.
• Actively manages a portfolio of targeted/high-value clients, ensuring effective client retention and expansion.
• Examines and determines appropriate actions for overdrafts, past due payments, collateral, and credit exceptions.
• Participates actively in the bank''s marketing program, community involvement projects, and banking organizations.
• Proactively provides a full range of financial solutions to clients with the assistance of specialists throughout the division and organization.
• Demonstrates strong solution-oriented sales and communication skills, establishing rapport and credibility with clients.
• Assumes additional responsibilities as directed by management.
• This position may require travel within the Bank's geographic area.