Private Banking Team Lead - San Antonio, TX
- 📁
- Private Banking
- 💼
- Amegy Bank
- 📅
- 069209 Requisition #
Private Banking Relationship Manager – Team Lead
Our Private Bankers collaborate across Amegy Bank’s key lines of business—including Commercial Banking, Commercial Real Estate, Wealth Management, Business Banking, and other specialized areas—to deliver fully integrated financial solutions. This role is deeply connected to executive goals and enterprise-wide strategies. You’ll manage a large, complex portfolio of high-net-worth clients while leveraging deep expertise in investment products and advanced wealth strategies to create comprehensive plans that help clients grow, preserve, and transfer wealth.
Why This Role Is a Great Opportunity for Growth
As a Team Lead, you will not only manage a portfolio of high-value clients but also mentor and guide team members, positioning yourself for advancement within our Private Banking division. This role offers visibility, leadership experience, and the chance to influence team success.
Essential Functions
- Team Leadership & Expertise
- Serve as a subject matter expert for private banking products and services.
- Act as a resource for training and development within the team.
Client Relationship Management
- Act as the principal account and relationship manager for new and existing clients.
- Focus on generating, managing, and servicing a portfolio of clients.
- Maintain a high level of client satisfaction through proactive communication and tailored solutions.
Business Development
Generate, retain, and expand business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions.
Credit & Portfolio Management
- Responsible for credit analysis and proper loan structuring.
- Review client portfolios and make recommendations as needed.
Other Duties
- Collaborate with leadership on team performance and strategic initiatives.
- Other duties as assigned.
Qualifications
Bachelor’s degree and a minimum of 10 years of progressive experience in Private Banking, including expertise in lending, sales, investment products, and comprehensive wealth strategies. A combination of education and relevant experience may be considered.
- Strong knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products.
- Deep understanding of investment products and wealth strategies, with a focus on building comprehensive wealth plans for clients.
- Proven ability in sales, credit analysis, loan structuring, and client relationship management.
- Leadership skills with the ability to mentor and guide team members.
- Excellent interpersonal and communication skills, both verbal and written.
- Commitment to high-quality service and client satisfaction.
- Proficiency in Microsoft Word and Excel.
- Investment licenses (Series 7 & 63, or similar) a plus, but not required
- Local candidates preferred.
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
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
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