Frost Bank Benefits Overview

Build and manage long-term commercial customer relationships, grow and maintain a target loan portfolio, originate and refer lending opportunities, monitor credit quality, collaborate with loan teams, and coach associate relationship managers to deliver excellent customer service.

Manages and grows a portfolio of wealth management clients, develops financial plans, recommends investment, insurance, and banking solutions, reviews portfolios, and delivers coordinated client proposals. The role emphasizes relationship management, financial advice, regulatory compliance, business development, and exceptional customer service. Required qualifications include a relevant bachelor's degree or equivalent experience, securities and insurance licensing or the ability to obtain licenses within 120 days, strong organization, communication skills, and Microsoft application proficiency.

Build and maintain commercial customer relationships, achieve portfolio targets, prospect for new business, coordinate loan requests with internal teams, monitor loan portfolio health, and coach associate relationship managers to deliver excellent service.