Senior Private Banking & Wealth Advisor

Amegy Bank of Texas; San Antonio (TX); Sur place; USD 95 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health and dental insurance

Paid parental leave

401(k) plan with company match

Paid training

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Wealth management knowledge

Commercial lending knowledge

Client relationship management

Sales skills

Credit analysis

Formation

Bachelor's degree in business or finance

Description du poste

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.