Private Banking Relationship Manager - Wealth Growth

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.

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.

Skills

Client relationship management

Sales skills

Credit analysis

Loan structuring

Education

Bachelor's degree in business, accounting, or finance

Job description

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.