Job Description

Private Banking Relationship Manager I/II

Location


US-TX-Houston

Job ID


2026-19436

Category


Private Banking

Type


Regular Full-Time

Job Grade


14

FLSA Status


Exempt

Working Hours


8am - 5pm

Job Location: Company

Montgomery Co - Private Banking - 13096

Overview

Provide a concierge delivery of financial services through a superior level of hands-on contact for the "BEST" customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.

Responsibilities

Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
• Services a loan portfolio, including credit and collateral exceptions and past dues
• Work with partners to provide deposit solutions and other retail services to meet the needs of our clients
• Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
• Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.
• Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development.
• Provide financial and banking advice and counseling through a team approach to Trustmark's "BEST" clients.
• Perform additional duties as assigned.

Additional Responsibilites for Level II:

• Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.

Qualifications

• Four-year college education or equivalent work experience.
• 5 years banking experience or related work experience to include previous lending experience
• Knowledgeable of Private Banking and the bank financial products and services
• Knowledge of deposit and loan products, as well as bank policy
• Knowledge of document preparation and new accounts systems
• Knowledge of negotiable instruments
• Complete understanding of the requirements of properly securing a loan
• Familiar with state and federal regulations and bank policies relating to credit
• Knowledge of sales principles
• Knowledge of Basic investment strategies implemented by High net worth clients
• Knowledge of Basic estate planning strategies implemented by High net worth clients
• Knowledge of Basic insurance strategies implemented by High net worth clients
• Superior judgment in making loan decisions
• Experience dealing with sophisticated clientele
• Experience in recognizing and handling troubled loans and problem customers
• Thorough knowledge and understanding of loan and deposit debits and credits
• Strong analytical ability
• Advanced interpersonal skills
• Must possess effective verbal and written communication skills
• Proven ability to build relationships
• Customer contact and sales and service skills
• Ability to work with others
• Ability to lead the work of others
• Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
• Bank branch work preferred
• Previous investment experience with 7, 63 or 66, and insurance licensure preferred

Additional Qualifications for Level II:

• 7 years banking experience or related work experience to include previous lending experience
• Thorough knowledge of Private Banking and the bank financial products and services
• Preferably commercial lending banking experience or related work

Physical Requirements/Working Conditions : Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Job Tags

Full time, Work experience placement

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