Top 101 Relationship banker Jobs in Plano, Tx

Private Banker
Boutique Recruiting —Dallas, TX
- $160,000 - $210,000 a year
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Commercial Lending Relationship Manager - Frisco, TX
Amegy Bank —Dallas, TX
- Office
- 8 years
- Bachelor's degree
- Profit sharing
- Paid training
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (TX)
Bankers Life —Dallas, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Relationship Banker - Plano, TX (Park)
Huntington Bank —Plano, TX
- Full-time
- Military
- Office
- High school diploma or GED
Relationship Banker
Legacy Bank and Trust —Plano, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
2d
Relationship Banker
Bank of America —Dallas, TX
- Extended hours
- Office
- Finance
- High school diploma or GED
Business Banker 3
Hancock Whitney —Plano, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Relationship Banker II
Simmons Bank —Frisco, TX
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
9d
Personal Banker
BOK Financial —Allen, TX
- Word processing
- Basic math
- Office
- On-the-job training
Relationship Banker - Spanish Language Preferred
Bank of America —McKinney, TX
- Extended hours
- Spanish
- Office
- Finance
Personal Banker Associate I - Parker-Premier
Fifth Third Bank —Plano, TX
- Full-time
- Office
- Math
- Travel
Personal Banker I
Frost Bank —Addison, TX
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Disability insurance
9d
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Carrollton, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Personal Banker (Part-Time)
BOK Financial —McKinney, TX
- Part-time
- Word processing
- Basic math
- Office
- On-the-job training
Private Banker - Frisco
Extraco Banks, N.A. —Frisco, TX
- Office
- Bachelor's degree
- Computer skills
Quick Apply
Teller Retail Banker
Woodforest National Bank —Plano, TX
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock ownership plan
- Opportunities for advancement
Private Banking Relationship Manager
Texas Capital Bank —Dallas, TX
- Full-time
- Customer service
- Office
- Finance
- Wellness program
- Paid holidays
Sr Financial Center Manager
Texas Capital Bank —Plano, TX
- Full-time
- Up to 50% travel
- English
- Office
- Wellness program
- Paid holidays
4d
Financial Relationship Consultant
Texas Capital Bank —Dallas, TX
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Wellness program
- Paid holidays

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relationship banker jobs near plano, tx

Private Banker

Boutique Recruiting -
Dallas, TX

Quick Apply

Job Details

$160,000 - $210,000 a year

Benefits

Paid holidays
Health insurance
RSU
Paid time off

Qualifications

Business development management
Customer communication
Customer relationship building
Commercial loans
Spreadsheets
Managing clients in a lending role
Business development
Sales management systems proficiency
Initial Contact (sales skills)
Prospecting
Microsoft Teams
Business development within finance
Client acquisition
CRM system proficiency
Community relationship building

Full Job Description

Position Title: Private Banker

Salary Range: $160,000-$210,000 / DOE + Quarterly Incentives + Annual RSUs

A leading financial institution is seeking an accomplished Private Banker to expand its presence across the Dallas-Fort Worth market. This high-impact production role focuses on developing and managing relationships with high-net-worth individuals, business owners, and professional referral partners while delivering tailored solutions across lending, deposits, treasury management, trust, and wealth advisory services. This established financial institution offers the scale and resources of a national bank with the responsiveness and autonomy of a specialized private banking team. With a client-first culture, long-tenured employees, strong internal support, and no micromanagement, this is an opportunity to build meaningful relationships, develop a high-growth market, and create lasting value for clients.

Private Banker Responsibilities

Develop new relationships with high-net-worth individuals, business owners, and professional referral partners
Grow business across lending, deposits, treasury management, trust, estate planning, and wealth advisory services
Cultivate referral relationships with CPAs, attorneys, financial advisors and other influential community partners
Farm existing relationships while actively pursuing new business throughout the Dallas-Fort Worth market
Follow up on warm leads and untapped opportunities resulting from the bank's expansion and acquisitions
Serve as a responsive, trusted point of contact who coordinates client needs across internal banking and wealth management teams
Conduct discovery conversations to understand each client’s personal, business, and financial priorities
Present customized banking solutions and clearly demonstrate the bank's value proposition
Maintain consistent client communication and remain accessible when time-sensitive needs arise
Partner with credit, underwriting, treasury management, trust and advisory professionals to deliver seamless solutions
Track prospect activity, client data and pipeline development in Salesforce
Attend client meetings, networking events and community functions to strengthen market visibility and generate opportunities
Travel locally and occasionally by air to meet with clients and referral partners

Private Banker Requirements:

10+ years of experience in private banking, commercial banking, private wealth management, or a closely related field
Established network of high-net-worth clients, business owners, and professional referral sources within the Dallas-Fort Worth market
Demonstrated history of originating and growing substantial loan, deposit, assets under management, and fee-income relationships
Strong understanding of credit and the ability to discuss complex lending needs with clients and internal partners
Proven ability to generate business independently through prospecting, networking and relationship development
High degree of social intelligence with a polished, engaging and consultative communication style
Ability to articulate a clear value proposition and compete effectively for sophisticated client relationships
Strong client service instincts with the responsiveness required to deliver a white-glove experience
Proficiency with Salesforce or a comparable CRM platform
Strong working knowledge of Microsoft Excel and Teams
Bachelor’s degree preferred, though equivalent experience and a proven production record will be considered
Series 6 or Series 7 license is preferred

Benefits:

Competitive base salary of $160,000-$210,000 / DOE
Performance-based incentive compensation paid quarterly or annually
Annual restricted stock unit awards
Significant total compensation potential for top performers
Medical coverage beginning the first day of the month following the start date
401(k) plan with a 3% company contribution, eligible the first day of the month following the start date
Four weeks of paid time off for VP-level employees
Option to purchase an additional week of paid time off
Paid banking holidays plus one floating holiday
One annual wellness day
Separate sick leave based on applicable state requirements
Corporate card for approved client development and business expenses

If you are a proven private banker who knows how to win business, earn trust and deliver exceptional service, apply today to take ownership of a high-growth market!

#LI-MH2

Quick Apply

Refine Your Search

relationship banker jobs in plano, tx

Private Banker

Commercial Lending Relationship Manager - Frisco, TX

Wealth Management Trainee (TX)

Wealth Management Trainee (TX)

Financial Relationship Banker - Plano, TX (Park)

Relationship Banker

Relationship Banker

Business Banker 3

Relationship Banker II

Personal Banker

Relationship Banker - Spanish Language Preferred

Personal Banker Associate I - Parker-Premier

Personal Banker I

Consumer Banking Relationship Specialist (Relationship Banker)

Personal Banker (Part-Time)

Private Banker - Frisco

Teller Retail Banker

Private Banking Relationship Manager

Sr Financial Center Manager

Financial Relationship Consultant

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