Private Banker - San Antonio

MidFirst Bank; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking, strong interpersonal skills, and a deep understanding of loans and deposits, along with basic knowledge of investments and trusts. This is a unique opportunity to leverage your extensive network while contributing to the community.

Qualifications

• Minimum of 5 years experience in Private Banking.
• Proven track record of building and administering client relationships.
• Strong knowledge of investments and trusts is a plus.

Responsibilities

• Develop and manage a portfolio of private banking clients.
• Work with trust and investment officers to provide full services.
• Maintain deep connections within the San Antonio community.

Skills

Lending experience

Interpersonal skills

Networking

Education

Bachelor's degree (commensurate experience considered)

Job description

Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.

The successful candidate will have deep connections to the San Antonio community including strong lending experience and client portfolio consisting of deposits and loans. Candidates for this position must possess a minimum of 5 years experience in Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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