Private Banking Relationship Manager - San Antonio, TX

Essential Functions

• 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 a high level of client satisfaction by generating, managing and servicing a portfolio of clients.
• Sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
• Cross sell other bank products.

Qualifications

• A four-year college degree in business, accounting, or finance is strongly preferred with direct wealth management experience preferred.
• A concentration in C&I or other complex commercial lending is required.
• An equivalent combination of education and experience may meet qualifications.
• Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services is required.
• 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.
• A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products