Private Banking Manager - Downtown San Antonio, TX

Zions Bancorporation • San Antonio, TX

96d

About The Position

Amegy Bank is seeking top candidates for the role of Private Banking Manager to join our premier community bank in Downtown San Antonio, Texas. The ideal candidate will possess extensive knowledge of Texas communities and demonstrate experience in attracting new business relationships while deepening and retaining existing private banking relationships. The Private Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth private banking clients. This role involves leading the development of employees and setting the tone for sales growth. Additionally, the Private Banking Manager must possess the skills to monitor complex credit requests, ensuring proper documentation and credit quality in conformance with bank policy. This position reports directly to the Regional President, ensuring alignment with the overall strategic goals of the region. Additionally, the Private Banking Manager has a significant responsibility to work very closely with the statewide Private Banking Segment Leader based in Houston, TX. This collaboration is crucial for maintaining consistency and excellence in private banking services across Texas, ensuring that both regional and statewide objectives are met effectively.

Requirements

• Extensive knowledge of Texas communities.
• Experience in attracting new business relationships.
• Experience in deepening and retaining existing private banking relationships.
• Strong understanding of private banking services.

Nice To Haves

• Relevant licenses (not required but beneficial).

Responsibilities

• Prioritize the bank's interests over personal ones, resolving conflicts constructively regardless of personality differences.
• Reflect our commitment to ethical standards both inside and outside the bank.
• Lead by example to promote ethical behavior.
• Ensure staff competence and motivation through training, counseling, supervision, and performance reviews.
• Mentor less experienced associates and relationship managers, assisting with complex negotiations.
• Actively engage in community affairs to enhance the bank's visibility and image.
• Demonstrate a successful track record of managing a large team of bankers with diverse personalities and skill levels.
• Utilize strong leadership and interpersonal skills to motivate and guide the team towards achieving their goals.
• Meet individualized and team performance goals by encouraging private banking relationship managers to achieve their targets.
• Develop private banking relationships comprising complex credit facilities, core deposit accounts, fee income, and integration of other bank services.
• Develop, implement, and manage long-term prospect calling programs to generate significant revenue from loans, core deposits, fee income, and other bank services.
• Foster a collaborative environment by working closely with internal teams and external partners to deliver comprehensive banking solutions.
• Act as a liaison between various departments to ensure seamless service delivery and client satisfaction.
• Conduct in-depth financial assessments to understand clients' needs and provide expert financial advice and personalized banking solutions to high-net-worth clients.
• Provide holistic financial advice in coordination with Zions Wealth that encompasses investments, estate planning, and risk management.
• Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development.
• Champion and implement change initiatives to enhance service delivery and operational efficiency.
• Stay abreast of industry trends and regulatory changes to proactively adapt strategies and processes.
• Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability.
• Identify and capitalize on market opportunities to drive business growth and client acquisition.
• Analyze and interpret unit/division financial statements to make informed decisions that align with the bank's financial objectives.
• Monitor key performance indicators and financial metrics to ensure the health and profitability of the private banking division.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits, including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees