Private Banking Manager - Downtown San Antonio, TX

Zions Bancorporation•San Antonio, TX

1d•Onsite

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 deepening and retaining existing private banking relationships
Skills to monitor complex credit requests
Ability to ensure proper documentation and credit quality in conformance with bank policy
Strong leadership and interpersonal skills
Experience managing a large team of bankers with diverse personalities and skill levels
Ability to analyze and interpret unit/division financial statements
Ability to monitor key performance indicators and financial metrics

Nice To Haves

Relevant licenses can be beneficial, but they are not a requirement for this position.

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, supporting the development and maintenance of private banking relationships.
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, prioritizing clients' financial well-being and long-term success.
Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development.
Balance hands-on client management with team leadership responsibilities to drive performance and growth.
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.
Monitor complex credit requests, ensuring proper documentation and credit quality in conformance with bank policy.