Associate Banker job in Dallas, TX| Recruit Arrow
Recruit Arrow
Email Password
Forgot your password?
Welcome, Guest! New User?
Tell a Friend
Success Stories
From my very first contact with Recruit Arrow, through the application process, interviews, and my acceptance of the position, this service was an invaluable asset. My recruiter gave me insight into the company by sharing her own experiences and views.

Job Search


 job title, keywords


 city, state, zip


Your Window to a World of Opportunities

Welcome to Recruit Arrow's Job Center. We offer you the ability to stay current in numerous specialized job markets, including marketing, advertising, and engineering just to name a few, by subscribing to our Newsletter and Real-Time Job Updates; to subscribe click here.

If you do not yet have an account with Recruit Arrow, we encourage you to sign up for a new account by submitting your resume. An account will allow you to make our search consultants aware of the jobs that you are interested in, view new jobs that match your search settings, modify your search settings, submit a new resume, and take advantage of other useful features.

We are pleased that your assessment of options has led you to Recruit Arrow, and we invite you to browse our website to learn more about our firm and the career opportunities we offer. If you would like to be considered for an professional position, feel free to submit your resume.

Select from the options below to begin your search.

(hold down ctrl to choose multiple locations)
City Name:

Primary Field:

Minimum Years of Experience:


1 matches | 1 - 1 displayed 

Associate Banker
Location : Texas, Dallas
Refer job # ROUG339921
Job Responsibilities and Requirements: Key Responsibilities New Client and Business Development Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors, with a focus on Investments Prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into CPB clients. Identify new investment opportunities with existing clients Assist the Banker in delivering a investment solutions that meet the client's needs Client/prospect meetings - organize the pre-call planning, organizing post-meeting de-briefs, and maintain all client call records including call reports Sales Support / Relationship Management Serve as a back-up to the Banker; demonstrate subject matter expertise in investments Assist the Banker in creating, organizing, and implementing a wealth management strategy designed to deepen relationships with existing clients Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Facilitate small credit structures with client and all shelter mortgage products -Based on client need, introduce cash management services or capital markets foreign exchange services to clients; coordinate the client class with product partners and update Bankers as appropriate Manage Capital Contribution Loan Program and Affinity Group Manage IRA transfers and rollovers Maintain appropriate levels of contact with clients to assist the Banker in revising strategy based on clients' needs and changes in investment markets Handle complex client inquiries and resolve issues unrelated to service & account opening. Compliance Oversight and Controls Complete the monthly Periodic Review requirements and smooth out the flow of Periodic Reviews due month over month. Check the financials, delinquencies, update AAMs, prepare retail call memos, track and advise on Periodic Review status and required completion tasks. Investment Objective Setting (IOS) - collect and confirm from Bankers the client's investment objectives setting and risk tolerance. Assist with the Annual Attestation process and suitability reviews Confirm with Banker clients' investment objectives and risk tolerance by interfacing with clients to obtain appropriate documentation and liaise with Client Account Officers to ensure all aspects of client records and documentation are completed and updated Hand off client risk portfolio data and new account information to On-Boarding Specialist Financial services background with at least 5-10 years experience. Strong knowledge of investments is required; banking and credit products desirable Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Candidate should be eager to develop skills in business development and have a background with client onboarding (account docs prep, work) . Candidate should be a self-starter, multi-tasking, great communication/writing skills, and efficient. Looking for a commitment to this AB role for a few years (3-5), willing to learn/be mentored, motivated to grow with our client base as we see within the LFG model (attorney life cycle). Prefer candidate be based in OC or based in LA (with a commitment to travel to OC on a scheduled basis). Ability to understand, utilize and learn computer and web based applications Licensing: series 7, 63 and 65 or 66 B.A. plus relevant financial services experience required.
[Apply Now] [Email to a Colleague] [Permalink]

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity.Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

1 matches | 1 - 1 displayed 
Newsletter and Job Updates