Private Banking Relationship Manager – San Antonio or Austin

Zionsbancorp; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

PTO & Holidays

401(k) & Retirement

Job summary

Zions Bancorporation is seeking a Private Banking Relationship Manager in San Antonio or Austin to lead a high‑value client portfolio and mentor the banking team. You will collaborate across private banking, wealth management, and related divisions to deliver integrated wealth solutions, while focusing on growth, retention, and exceptional client service.

The role emphasizes leadership, deep product knowledge, and effective communication, with a strong portfolio and opportunities for advancement

Qualifications

• Bachelor’s degree and 10+ years in Private Banking with lending and wealth strategy experience.
• Strong knowledge of banking products, trusts, and investments.
• Proven sales, credit analysis, and client relationship management.

Responsibilities

• Lead and mentor private banking team members.
• Act as principal account and relationship manager for high‑net‑worth clients.
• Develop comprehensive wealth plans and manage credit analysis and loan structuring.

Skills

Leadership

Relationship management

Private banking

Lending expertise

Investment products

Communication skills

Education

Bachelor’s degree in finance or related field

Tools

MS Word & Excel

Job description

Private Banking Relationship Manager – San Antonio or Austin(

Job Number:

1. hours per week: 40

Description

We are seeking a Private Banking Relationship Manager to join our team in San Antonio or Austin. This is an exciting opportunity for an experienced professional to step into a leadership role, serving as a subject matter expert for the team while continuing to manage client relationships.

Our Private Bankers collaborate across Amegy Bank’s key lines of business—including Commercial Banking, Commercial Real Estate, Wealth Management, Business Banking, and other specialized areas to deliver fully integrated financial solutions. This role is deeply connected to executive goals and enterprise-wide strategies. You’ll manage a large, complex portfolio of high-net-worth clients while leveraging deep expertise in investment products and advanced wealth strategies to create comprehensive plans that help clients grow, preserve, and transfer wealth.

Why This Role Is a Great Opportunity for Growth

As a leading Relationship Manager, you will not only manage a portfolio of high-value clients but also mentor and guide team members, positioning yourself for advancement within our Private Banking division. This role offers visibility, leadership experience, and the chance to influence team success.

Essential Functions

• Team Leadership & Expertise
• Serve as a subject matter expert for private banking products and services.
• Act as a resource for training and development within the team.

Client Relationship Management

• Act as the principal account and relationship manager for new and existing clients.
• Focus on generating, managing, and servicing a portfolio of clients.
• Maintain a high level of client satisfaction through proactive communication and tailored solutions.

Business Development

• Generate, retain, and expand business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions.

Credit & Portfolio Management

• Responsible for credit analysis and proper loan structuring.
• Review client portfolios and make recommendations as needed.

Other Duties

• Collaborate with leadership on team performance and strategic initiatives.
• Other duties as assigned.

Qualifications

Bachelor’s degree and a minimum of 10 years of progressive experience in Private Banking, including expertise in lending, sales, investment products, and comprehensive wealth strategies. A combination of education and relevant experience may be considered.

• Strong knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products.
• Deep understanding of investment products and wealth strategies, with a focus on building comprehensive wealth plans for clients.
• Proven ability in sales, credit analysis, loan structuring, and client relationship management.
• Leadership skills with the ability to mentor and guide team members.
• Excellent interpersonal and communication skills, both verbal and written.
• Commitment to high-quality service and client satisfaction.
• Proficiency in Microsoft Word and Excel.
• Investment licenses (Series 7 & 63, or similar) a plus, but not required
• San Antonio or Austin candidates preferred.

Benefits

• Medical, Dental and Vision Insurance — START DAY ONE!
• Life and Disability Insurance, Paid Paternal 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

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations

Texas-San Antonio-TX – Convent Branch Texas-Austin-TX – Westlake Retail Banking
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.
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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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