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Private Banker

Salary

$80k - $130k

Min Experience

3 years

Location

Dallas, TX

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

As a Private Banker, you will partner with affluent individuals and families to identify and meet their comprehensive financial needs. You will leverage Comerica's extensive capabilities to provide tailored solutions that help clients achieve their personal and financial goals. In this role, you will: • Develop deep relationships with clients to thoroughly understand their unique financial needs and life circumstances • Analyze clients' complete financial picture and provide customized solutions and recommendations across banking, investments, credit, trust, and other wealth management services • Work closely with internal specialists to deliver a high level of integrated, proactive financial guidance and service • Maintain a robust pipeline of qualified prospects and effectively manage a book of business to drive profitable growth • Serve as a trusted advisor and primary point of contact for clients, consistently providing an exceptional client experience • Comply with all applicable regulatory and company policies and procedures

About the company

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Commercial Bank, The Retail Bank, and Wealth Management. Comerica focuses on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Skills

banking
wealth management
financial planning
client relationship management
investment management