Portfolio Manager (Private Banking ) – San Antonio, TX

Zionsbancorp; United States; Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Medical/Dental/Vision insurance

Life & Disability insurance

HSA/FSA and dependent care accounts

Paid training and PTO

401(k) with company match

Mental health benefits

Tuition reimbursement

Employee banking products

Résumé du poste

Amegy Bank in San Antonio, TX seeks a seasoned Private Banking Portfolio Manager to manage and service a portfolio of loan relationships, analyze financial statements, and assess industry risk. The role includes supporting Relationship Managers, maintaining client relationships, and cross-selling other bank products.

The ideal candidate will have a bachelor’s degree in business/finance and 4+ years of related experience, with knowledge of credit analysis and loan documentation.

Qualifications

• Bachelor’s degree in business/finance or related field and 4 years’ directly related experience.
• Knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
• Experience with bank loan and deposit systems.
• A combination of education and experience may meet qualifications.

Responsabilités

• Manage and service a portfolio of loan relationships.
• Spread and analyze financial statements; assess industry risks and collateral requirements.
• Monitor credit performance; prepare loan presentations and profitability updates.
• Maintain existing relationships and assist Relationship Managers with credit requests.
• Cross-sell other bank products and provide high levels of customer service.
• Perform other duties as required.

Connaissances

Credit analysis

Spreading financial statements

Credit scoring

Loan documentation

Bank loan systems

Formation

Bachelor's degree in Business/Finance

Description du poste

Portfolio Manager (Private Banking ) — San Antonio, TX(

1. hours per week: 40

Description

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a seasoned Private Banking Portfolio Manager to join ourTeam in San Antonio, TX. This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.

The ideal candidate will have the experience necessary to be able to perform the following:

• Responsible for managing and servicing a portfolio of loan relationships.

• Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations.

• Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.

• Maintains existing relationships.

• Assists Relationship Managers with credit requests.

• Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service.

• Cross sell other bank products.

• Performs other duties as required.

Qualifications:

• Typically requires a bachelor’s degree in General Business, Finance, Accounting, Private Banking, Commercial Banking or equivalent/relevant program and 4 years’ directly related experience preferred. A combination of education and experience may meet qualifications.

• Use and/or application of basic principles, theories, and concepts.

• Basic knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.

• Experience with bank loan and deposit systems

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Work Locations

Texas-San Antonio-TX – Convent Branch
Private Banking

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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