Private Banking Manager - San Antonio, TX

Zions Bancorporation; San Antonio (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Private Banking Manager to lead their San Antonio branch. This role is pivotal in fostering strong relationships with high-net-worth clients while driving business growth and team development. The ideal candidate will possess a deep understanding of private banking services and demonstrate exceptional leadership skills. By prioritizing ethical standards and collaboration, you will play a key role in enhancing the bank's visibility and community engagement. Join a forward-thinking team that values integrity, excellence, and continuous learning, and make a significant impact in the world of private banking.

Qualifications

• Extensive knowledge of Texas communities and private banking services.
• Experience in managing teams and developing business relationships.

Responsibilities

• Oversee strategic relationship building and business development.
• Lead and mentor a team of private banking professionals.

Skills

Relationship Management

Business Development

Leadership

Financial Analysis

Ethical Standards

Emotional Intelligence

Education

Bachelor's Degree

Relevant Licenses (optional)

Job description

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Private Banking Manager - San Antonio, TX

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. Additionally, the Private Banking Manager has a significant responsibility to work very closely with the statewide Private Banking Segment Leader based in Houston, TX. This collaboration is crucial for maintaining consistency and excellence in private banking services across Texas, ensuring that both regional and statewide objectives are met effectively.

Qualifications

While relevant licenses can be beneficial, they are not a requirement for this position. We value experience, skills, and a strong understanding of private banking services over formal licensing. This allows us to consider a broader range of candidates who bring diverse expertise and perspectives to our team.

Team Culture and Values

• Commitment to Excellence: We strive for the highest standards in everything we do, ensuring exceptional service and results for our clients.
• Integrity and Ethical Conduct: We uphold the highest ethical standards, fostering trust and transparency in all our interactions, both internally and externally.
• Collaboration and Teamwork: We believe in the power of teamwork and collaboration, working together to achieve common goals and deliver comprehensive banking solutions. Specifically, this leader is responsible for fostering trust and collaboration across lines of business, product and credit partners, and geographies.
• Continuous Learning and Development: We are committed to the growth and development of our team members, providing opportunities for continuous learning and professional advancement.
• Community Engagement: We actively participate in community affairs to enhance the bank’s visibility and contribute to the well-being of the communities we serve.

Key Responsibilities

• Ethical Standards and Emotional Intelligence: Prioritize the bank's interests over personal ones, resolving conflicts constructively regardless of personality differences. Reflect our commitment to ethical standards both inside and outside the bank. Lead by example to promote ethical behavior. Ensure staff competence and motivation through training, counseling, supervision, and performance reviews. Mentor less experienced associates and relationship managers, assisting with complex negotiations. Actively engage in community affairs to enhance the bank’s visibility and image.
• Team Management: Demonstrate a successful track record of managing a large team of bankers with diverse personalities and skill levels. Utilize strong leadership and interpersonal skills to motivate and guide the team towards achieving their goals.
• Performance and Results: Meet individualized and team performance goals by encouraging private banking relationship managers to achieve their targets. Develop private banking relationships comprising complex credit facilities, core deposit accounts, fee income, and integration of other bank services.
• Business Development: Develop, implement, and manage long-term prospect calling programs to generate significant revenue from loans, core deposits, fee income, and other bank services, supporting the development and maintenance of private banking relationships.
• Collaboration: Foster a collaborative environment by working closely with internal teams and external partners to deliver comprehensive banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction.
• Client Advisory: Conduct in-depth financial assessments to understand clients' needs and provide expert financial advice and personalized banking solutions to high-net-worth clients. Provide holistic financial advice in coordination with Zions Wealth that encompasses investments, estate planning, and risk management, prioritizing clients' financial well-being and long-term success.
• Leadership: Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance and growth.
• Change Management: Champion and implement change initiatives to enhance service delivery and operational efficiency. Stay abreast of industry trends and regulatory changes to proactively adapt strategies and processes.
• Strategic Focus: Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability. Identify and capitalize on market opportunities to drive business growth and client acquisition.
• Financial Analysis: Analyze and interpret unit/division financial statements to make informed decisions that align with the bank's financial objectives. Monitor key performance indicators and financial metrics to ensure the health and profitability of the private banking division.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC