Senior Private Banking Relationship Manager

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

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