Portfolio Manager (Private Banking) – San Antonio, TX

Amegy Bank • San Antonio, TX

23h

About The Position

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Portfolio Manager to join our team in San Antonio, TX . This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.

Requirements

• Typically requires a bachelor’s degree in General Business , Finance, Accounting, Commercial Banking or equivalent/relevant program and 2+ years’ directly related experience preferred.
• A combination of education and experience may meet qualifications.
• Limited use and/or application of basic principles, theories, and concepts.
• Basic knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
• Experience with bank loan and deposit systems

Responsibilities

• Responsible for managing and servicing a portfolio of loan relationships.
• Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations.
• Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
• Maintains existing relationships.
• Assists Relationship Managers and Branch Center Managers with credit requests.
• Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service.
• Cross sell other bank products.
• Performs other duties as required.

Benefits

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
• 401(k) plan, competitive compensation in line with work experience.
• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
• Tuition Reimbursement for qualifying employees
• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees