Private Banking Relationship Manager I/II Trustmark National Bank United States, Texas, Katy Sep 12, 2026 Private Banking Relationship Manager I/II

Location US-TX-Houston | US-TX-Katy Job

ID 2026-19812

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 concierge-level delivery of financial services through superior hands-on contact for Bank customers. 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 IS OPEN TO THE GREATER HOUSTON AREA.

This position may be filled at Level I or Level 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.