Private Banking Manager - San Antonio, TX

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

Job summary

An established industry player is seeking a Private Banking Manager to lead strategic relationship building in San Antonio, Texas. This role emphasizes business development, team management, and ethical standards while fostering a culture of excellence and community engagement. The ideal candidate will have a strong understanding of private banking services, with a focus on developing high-net-worth client relationships. Join a forward-thinking organization that values collaboration, continuous learning, and community contributions, offering a comprehensive benefits package and a competitive salary.

Benefits

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Paid Paternal Leave

Adoption Assistance

401(k) with company match

Profit Sharing

Tuition Reimbursement

Mental Health Benefits

Paid Training

11 Federal Holidays

Qualifications

• Experience in private banking services and strong business development skills.
• Ability to manage a diverse team and achieve performance goals.

Responsibilities

• Lead and mentor private banking professionals to achieve business goals.
• Implement prospecting programs to generate revenue from various services.

Skills

Private Banking Knowledge

Business Development

Team Management

Financial Analysis

Emotional Intelligence

Education

Relevant Licenses

Job description

Amegy Bank is seeking top candidates for the role of Private Banking Manager to join our premier community bank in San Antonio, Texas. The ideal candidate will possess extensive knowledge of Texas communities and demonstrate experience in attracting new business relationships while deepening and retaining existing private banking relationships.

The Private Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth private banking clients. This role involves leading the development of employees and setting the tone for sales growth. Additionally, the Private Banking Manager must possess the skills to monitor complex credit requests, ensuring proper documentation and credit quality in conformance with bank policy.

This position reports directly to the Regional President, ensuring alignment with the overall strategic goals of the region. The Private Banking Manager also works closely with the statewide Private Banking Segment Leader based in Houston, TX, to maintain consistency and excellence in private banking services across Texas, ensuring regional and statewide objectives are met effectively.

Qualifications

Relevant licenses are beneficial but not required. We value experience, skills, and a strong understanding of private banking services over formal licensing, allowing us to consider a diverse range of candidates.

Team Culture and Values

• Commitment to Excellence: We strive for the highest standards, ensuring exceptional service and results.
• Integrity and Ethical Conduct: We uphold high ethical standards, fostering trust and transparency.
• Collaboration and Teamwork: We work together across lines of business, product, and credit partners, and geographies to achieve common goals.
• Continuous Learning and Development: We support ongoing growth and professional advancement.
• Community Engagement: We participate in community affairs to enhance visibility and contribute to community well-being.

Key Responsibilities

• Ethical Standards and Emotional Intelligence: Prioritize the bank's interests, resolve conflicts constructively, and lead by example in ethical behavior. Ensure staff competence through training, counseling, supervision, and performance reviews. Mentor less experienced staff and engage in community activities.
• Team Management: Manage a diverse team of bankers, motivating and guiding them to achieve their goals.
• Performance and Results: Achieve individual and team goals, develop private banking relationships with complex credit facilities, deposits, fee income, and integrated services.
• Business Development: Implement prospecting programs to generate revenue from loans, deposits, fees, and other services.
• Collaboration: Work with internal teams and external partners to deliver comprehensive solutions and ensure client satisfaction.
• Client Advisory: Conduct financial assessments, provide personalized advice, and coordinate with wealth management for holistic financial planning.
• Leadership: Lead and mentor private banking professionals, fostering continuous learning and balancing client management with team leadership.
• Change Management: Lead initiatives to improve service and efficiency, staying informed of industry and regulatory changes.
• Strategic Focus: Develop and execute plans to grow the private banking portfolio profitably and identify market opportunities.
• Financial Analysis: Analyze financial statements and monitor key metrics to ensure division profitability.

Benefits

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