Senior Private Banker – Wealth & Relationship Lead

MidFirst Bank; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking, strong interpersonal skills, and a deep understanding of loans and deposits, along with basic knowledge of investments and trusts. This is a unique opportunity to leverage your extensive network while contributing to the community.

Qualifications

• Minimum of 5 years experience in Private Banking.
• Proven track record of building and administering client relationships.
• Strong knowledge of investments and trusts is a plus.

Responsibilities

• Develop and manage a portfolio of private banking clients.
• Work with trust and investment officers to provide full services.
• Maintain deep connections within the San Antonio community.

Skills

Lending experience

Interpersonal skills

Networking

Education

Bachelor's degree (commensurate experience considered)

Job description

A leading financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking, strong interpersonal skills, and a deep understanding of loans and deposits, along with basic knowledge of investments and trusts. This is a unique opportunity to leverage your extensive network while contributing to the community.