Portfolio Manager - Private Banking, San Antonio, TX

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 Private Banking 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.

The ideal candidate will have the experience necessary to be able to perform the following\:  

• 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 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.

Qualifications\:

• Typically requires a bachelor’s degree in General Business, Finance, Accounting, Private Banking, Commercial Banking or equivalent/relevant program and 4+ years’ directly related experience preferred. A combination of education and experience may meet qualifications.
• 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

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
• 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

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 Private Banking 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.

The ideal candidate will have the experience necessary to be able to perform the following\:  

• 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 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.

Qualifications\:

• Typically requires a bachelor’s degree in General Business, Finance, Accounting, Private Banking, Commercial Banking or equivalent/relevant program and 4+ years’ directly related experience preferred. A combination of education and experience may meet qualifications.
• 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

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
• 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