Private Banking Relationship Manager – San Antonio, TX

Zionsbancorp; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

401(k) plan with company match

Paid Time Off (PTO)

Paid Parental Leave

Job summary

Zions Bancorporation, via Amegy Bank's Private Banking team in San Antonio, TX, seeks an experienced Private Banking Relationship Manager to identify lending opportunities and develop wealth management for clients. You will act as the principal account and relationship manager for new and existing clients in private banking.

The role emphasizes strong relationship development, portfolio management, and cross-selling of bank products, with obligations to maintain a high level of client

Qualifications

• A four-year college degree in business, accounting, or finance is strongly preferred with wealth management experience.
• Concentration in C&I or other complex commercial lending is required.
• Knowledge of banking, commercial lending, mortgages, investments, and trusts is required.
• Knowledge in financial planning and investments with referral opportunities preferred.
• Strong sales, credit analysis, and relationship development skills.

Responsibilities

• Develops and maintains strong commercial relationships with clients.
• Generates new client leads and follows up on referrals from other bank departments.
• Reviews portfolios and makes recommendations; maintains high client satisfaction.
• Responsible for sales, credit analysis, loan structuring, client interviewing and judgment.
• Cross-sell other bank products; perform other duties as assigned.

Skills

Relationship management

Wealth management

Sales & lead generation

Credit analysis

Loan structuring

Portfolio development

Cross-selling

Education

Bachelors in business/finance/accounting

Job description

Private Banking Relationship Manager – San Antonio, TX(

Job Number:

1. hours per week: 40

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

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
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.
For more information, click here

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.
If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at [phone], Mon.-Fri. between 9 a.m. – 5 p.m. MST
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