Private Banking Manager - San Antonio, TX

Qualifications

While relevant licenses can be beneficial, they are not a requirement for this position. We value experience, skills, and a strong understanding of private banking services over formal licensing. This allows us to consider a broader range of candidates who bring diverse expertise and perspectives to our team.

• Commitment to Excellence: We strive for the highest standards in everything we do, ensuring exceptional service and results for our clients.

• Integrity and Ethical Conduct: We uphold the highest ethical standards, fostering trust and transparency in all our interactions, both internally and externally.

• Collaboration and Teamwork: We believe in the power of teamwork and collaboration, working together to achieve common goals and deliver comprehensive banking solutions. Specifically, this leader is responsible for fostering trust and collaboration across lines of business, product and credit partners, and geographies.

• Continuous Learning and Development: We are committed to the growth and development of our team members, providing opportunities for continuous learning and professional advancement.

• Community Engagement: We actively participate in community affairs to enhance the bank’s visibility and contribute to the well‑being of the communities we serve.

• Ethical Standards and Emotional Intelligence: Prioritize the bank's interests over personal ones, resolving conflicts constructively regardless of personality differences. Reflect our commitment to ethical standards both inside and outside the bank. Lead by example to promote ethical behavior. Ensure staff competence and motivation through training, counseling, supervision, and performance reviews. Mentor less experienced associates and relationship managers, assisting with complex negotiations.
  
  Actively engage in community affairs to enhance the bank’s visibility and image.

• Team Management: Demonstrate a successful track record of managing a large team of bankers with diverse personalities and skill levels. Utilize strong leadership and interpersonal skills to motivate and guide the team towards achieving their goals.

• Performance and Results: Meet individualized and team performance goals by encouraging private banking relationship managers to achieve their targets. Develop private banking relationships comprising complex credit facilities, core deposit accounts, fee income, and integration of other bank services.

• Business Development: Develop, implement, and manage long‑term prospect calling programs to generate significant revenue from loans, core deposits, fee income, and other bank services, supporting the development and maintenance of private banking relationships.

• Collaboration: Foster a collaborative environment by working closely with internal teams and external partners to deliver comprehensive banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction.

• Client Advisory: Conduct in‑depth financial assessments to understand clients' needs and provide expert financial advice and personalized banking solutions to high‑net‑worth clients. Provide holistic financial advice in coordination with Zions Wealth that encompasses investments, estate planning, and risk management, prioritizing clients' financial well‑being and long‑term success.

• Leadership: Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development. Balance hands‑on client management with team leadership responsibilities to drive performance and growth.

• Change Management: Champion and implement change initiatives to enhance service delivery and operational efficiency. Stay abreast of industry trends and regulatory changes to proactively adapt strategies and processes.

• Strategic Focus: Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability. Identify and capitalize on market opportunities to drive business growth and client acquisition.

• Financial Analysis: Analyze and interpret unit/division financial statements to make informed decisions that align with the…