• Portfolio Manager (Private Banking)

    Zions Bancorporation (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 **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.

    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 bachelor’s 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.

    **Req ID:** 069022

    Equal Opportunity Employer

    It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

     

    If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

     

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