Private Banking Relationship Manager - San Antonio, TX

Amegy Bank of Texas; San Antonio (TX); Presencial; USD 95 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and dental insurance

Paid parental leave

401(k) plan with company match

Paid training

Resumo da oferta

Amegy Bank of Texas is seeking a Private Banking Relationship Manager to join our San Antonio team. You will identify lending opportunities, solicit and develop all types of business activity, and specialize in wealth management, acting as the principal account and relationship manager for new and existing clients in the private banking space.

The role requires strong sales, credit analysis, loan structuring, and the ability to build durable client relationships.

Qualificações

• Bachelor's degree in business, accounting, or finance strongly preferred with direct wealth management experience preferred.
• Concentration in C&I or other complex commercial lending required.
• Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• 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.
• Demonstrated ability to develop and maintain major banking relationships strongly preferred.

Responsabilidades

• 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 high client satisfaction by managing 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.

Conhecimentos

Wealth management knowledge

Commercial lending knowledge

Client relationship management

Sales skills

Credit analysis

Formação académica

Bachelor's degree in business or finance

Descrição da oferta de emprego

Private Banking Relationship Manager - San Antonio, TX

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.
• 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

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