About the Role
This role focuses on creating and fostering long-term client relationships through interactive training, mentoring, and hands-on portfolio administration, aiming to develop analytical skills, sales experience, and an understanding of the company's relationship management process and culture.
Responsibilities
- Attend Financial Services University (FSU) for credit training, financial analysis, and system learning.
- Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments.
- Become familiar with clients and their businesses to understand and act on their needs.
- Achieve monthly call and product sales goals.
- Report weekly activity and marketing results to the sales coach.
- Manage and support loan commitments with accuracy and efficiency.
- Champion the company's philosophy and core values.
- Process referrals for small business products, including loans, depository accounts, trusts, and cash management services.
- Support specific financial centers' defined geographic areas, census tracts, and customer relationships.
- Stay up to date on bank products and services by regularly attending training classes.
Requirements
- Bachelor's degree in business, preferably accounting or finance, with a minimum 2.75 GPA.
- 6+ hours of accounting or equivalent graduate-level coursework.
- Excellent written and verbal communication skills.
- Strong organizational and time management skills.
- Previous banking experience and knowledge of bank products.
- Proficient in Microsoft applications.
- Ability to start January 2027 or July 2027.
Skills
- Financial analysis
- Lending systems
- Analytical skills
- Sales experience
- Relationship management
- Microsoft applications
Location
- Texas
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's degree
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including Employee Assistance Program
- Referral bonus program
About the Company
- Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas since 1868.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
- At Frost, it’s about being part of something bigger.
