Private Banking Officer Job at Dexian, Austin, TX

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  • 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,

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