Portfolio Manager (Private Banking) – San Antonio, TX

San Antonio, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 Portfolio Manager to join ourteam in San Antonio TX. This role will focus on managing and servicing loan portfolios spreading and analyzing financial statements and identifying industry risk.

Essential Functions:

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 and Branch Center 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 bachelors degree in General Business Finance Accounting Commercial Banking or equivalent/relevant program and 2 years directly related experience preferred. A combination of education and experience may meet qualifications.

Limited 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 Insurance & Vacation & Profit Sharing - START DAY ONE!

401(k) plan competitive compensation in line with work experience.

Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus some roles include mileage travel time pay and/or parking waivers (must meet eligibility requirements

Paid Training Paid Vacation Paid Holidays and promotional opportunities offered from within

Tuition Reimbursement for qualifying employees

Stable Employer we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

Required Experience:

Manager

Essential Functions:

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 and Branch Center 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 bachelors degree in General Business Finance Accounting Commercial Banking or equivalent/relevant program and 2 years directly related experience preferred. A combination of education and experience may meet qualifications.

Limited 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 Insurance & Vacation & Profit Sharing - START DAY ONE!

401(k) plan competitive compensation in line with work experience.

Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus some roles include mileage travel time pay and/or parking waivers (must meet eligibility requirements