Private Banking Portfolio Manager: Grow Client Relationships

Zionsbancorp; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Credit analysis

Spreading financial statements

Credit scoring

Loan documentation

Bank loan systems

Education

Bachelor's degree in Business/Finance

Job description

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.