Private Banking Relationship Manager - San Antonio, TX

Amegy Bank; San Antonio (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance - START DAY ONE!

Paid Time Off (PTO) and 11 Paid Federal Holidays

401(k) plan with company match

Tuition Reimbursement for qualifying employees

Job summary

A Texas-based financial institution is seeking an experienced Private Banking Relationship Manager to join their team in San Antonio. The role involves managing client relationships and identifying lending opportunities. Candidates should have a bachelor's degree in a relevant field and possess strong skills in sales, credit analysis, and loan structuring. The position offers a comprehensive benefits package, including health insurance and paid time off, starting from day one.

Qualifications

• Direct wealth management experience preferred.
• Knowledge of banking, commercial lending, and investments required.
• Ability to develop and maintain banking relationships is strongly preferred.
• Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services is required.
• Knowledge in financial planning enabling recognition of investments and referrals is preferred.

Responsibilities

• Develop and manage client relationships while ensuring high customer satisfaction.
• Generate and follow up on new client leads.
• Analyze credit and structure loans appropriately.
• Conducts sales, credit analysis, and loan structuring; interviews clients and assesses their risk profiles.
• Cross-sell other bank products and services; perform other duties as assigned.

Skills

Client relationship management

Sales skills

Credit analysis

Loan structuring

Financial planning

Education

Bachelor's degree in business, accounting, or finance

Tools

CRM software

MS Excel

Job description

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for an experienced Private Banking Relationship Manager to join Amegy’s Private Banking team in San Antonio, TX. This role focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in wealth management. Our lenders act as the principal account and relationship manager for new and existing clients in the private banking space.

Essential Functions

• Responsible for developing strong, low risk commercial relationships while maintaining quality customer service.
• Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments.
• Calls on existing relationships to review portfolios and makes recommendations as needed. Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients.
• Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
• Cross sell other bank products.
• Other duties as assigned.

Qualifications

• A four-year college degree in business, accounting, or finance is strongly preferred with direct wealth management experience preferred. A concentration in C&I or other complex commercial lending is required. An equivalent combination of education and experience may meet qualifications.
• Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services is required.
• Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities preferred.
• Solid sales, self-management, credit analysis, loan structuring, applicant interviewing, and perceptive character judgment skills preferred.
• A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products