Wealth Relationship Manager I
Company: Lone Star National Bank
Location: Mcallen
Posted on: July 30, 2022
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Job Description:
JOB SUMMARY
Serves as primary relationship manager and advisor for affluent and
high net worth individual (HNWI) clients and is responsible for
developing and deepening client relationships through: a high level
of client service; personal networking (internal and external) and
business development efforts; and, through delivery of the bank's
credit and deposit solutions. Coordinates the overall client
strategy in close partnership with other professionals on the team
to meet the investment, trust, risk management, and planning needs
of clients. With the exception of credit and deposit solutions,
relies heavily on teammates for development of advice and
implementation of solutions. Thrives in a team based approach to
deliver the full suite of wealth management solutions to
client.
Relies on the LSNB retail network to help generate client
acquisition. Primarily connected to retail LOB partners. Also
focused on targeted prospecting and developing relationships with
external referral sources such as existing clients, trust attorneys
and tax accountants. Generates significant fee income revenue
through non-traditional banking products such as trust services,
insurance and asset management.
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that
the person in this role may be asked to perform. Incumbent may be
required to perform other related duties, as assigned, including
cross training across other departments, as necessary.
QUALIFICATIONS
These specifications are general guidelines based on the minimum
experience normally considered essential to the satisfactory
performance of this position. The requirements listed below are
representative of the knowledge, skill and/or ability required to
perform the position in a satisfactory manner. Individual abilities
may result in some deviation from these guidelines.
LSNB is an Equal Opportunity/Affirmative Action Employer and does
not discriminate in the recruitment, hiring, and conditions of
employment on the basis of race, color, religion, national origin,
sex (including pregnancy), sexual orientation, gender identity,
marital status, disability, age, veteran status, or any other
status as protected by applicable laws.
Management reserves the right to change this position description
at any time according to business needs.
Keywords: Lone Star National Bank, McAllen , Wealth Relationship Manager I, Executive , Mcallen, Texas
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