Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Position Overview: The Private Banker II is responsible for managing a client base comprised primarily of professionals and executives, including medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role involves marketing, evaluating, negotiating, and monitoring a portfolio of loans and depository accounts while ensuring clients' wealth management needs are met through collaboration with other divisions and experts within the organization. Essential Functions: Initiates and cultivates relationships with new and existing private banking clients through active marketing efforts, including calls, visits, community involvement, and entertainment. Establishes and maintains primary contact relationships with targeted clients to maximize their lifetime value. Interviews applicants to gather financial and credit information, assess management abilities, and determine the associated risks. Conducts a thorough analysis of financial, industry, and management information. Structures credit terms in accordance with lending policies and procedures and prepares and presents loan requests to loan committees for approval. Ensures proper loan documentation is prepared and reviewed. Maintains periodic contact with existing clients to identify banking needs, track financial trends, and monitor changes in their organizations or industries. Cross-sells new and existing products and services to clients. Actively manages a portfolio of targeted/high-value clients, ensuring effective client retention and expansion. Examines and determines appropriate actions for overdrafts, past due payments, collateral, and credit exceptions. Participates actively in the bank's marketing program, community involvement projects, and banking organizations. Proactively provides a full range of financial solutions to clients with the assistance of specialists throughout the division and organization. Demonstrates strong solution-oriented sales and communication skills, establishing rapport and credibility with clients. Assumes additional responsibilities as directed by management. This position may require travel within the Bank’s geographic area.