San Antonio Banker Development Program: Portfolio Manager Path

By joining Amegy Bank, you will become part of a trusted community-focused banking team, serving industry-leading financial tools and solutions. With more than 75 locations across Houston, Dallas-Fort Worth, and Central Texas, Amegy is dedicated to serving Texas communities, families, and businesses of all sizes. Amegy Bank’s unique approach allows local management to lead through community connections and business insights, offering the stability and support of a large bank, but with the grassroots relationships, agility, and empowerment of a community bank.

Having grown from some 20 employees to more than 1,000 statewide over the span of 30 years, Amegy Bank has maintained an “Everyone Counts” culture in which differences are valued and respected, and all employees are encouraged to contribute to business objectives. Ideas are always welcome, and opportunity is never far away.

Join us and contribute what makes you unique.

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The Amegy Bank Banker Development Program (BDP) Portfolio Management path is a rotational credit and underwriting training program designed to provide a solid foundation in the basics of banking.

The program’s Portfolio Management path develops Credit Analysts into well-rounded bankers with strong underwriting, portfolio maintenance, risk management and communication skills. It offers a defined career path which begins with classroom training followed by rotations through various lending and underwriting departments and builds into a Portfolio Manager.

The BDP challenges Credit Analysts to grow and develop their skills at a set pace, empowering graduates to launch their career in banking.

Undergraduate or graduate major in Business or Economics (undergraduate Finance and Accounting majors preferred)

Minimum overall GPA of 3.0

6 hours of accounting courses (9 hours of accounting courses, including Intermediate Accounting I, preferred)

Excellent communication, presentation, and interpersonal skills

Detail oriented, organized, analytical, with proven problem-solving abilities

Leadership skills and community involvement

Highly motivated, self-starter attitude

Classroom training at Amegy Bank’s headquarters in Houston for 4.5 months. Credit Analysts attend 5 weeks of training at Zions Technology Center in Midvale, Utah.

• Banking and analytical concepts
• Bank-specific system and operational training
• Self-study courses to teach the analytical process and decision-making techniques needed to make sound credit decisions
• Assignments based on case studies
• Professional etiquette and sales training
• Introductions to senior management

Cumulative Credit and Special Assets Group exposure in Credit Analyst's permanent market for 1.5 months.

• Partner with Credit Risk Officers on underwriting and credit approvals
• Observe financial analysis and loan structuring
• Learn portfolio monitoring and risk grading practices
• Collaborate with Special Assets Group on problem loan management
• Understand credit recovery and workout strategies

The rotational phase is 13-19 months of on-the-job training through assignments to specific groups in Credit Analyst's permanent market. Credit Analysts will rotate through 5-7 groups, with each rotation lasting approximately 2.5 months.

• Collaborate with Portfolio Managers to monitor and manage existing client portfolio sand shadow internal credit discussions
• Underwrite financial analysis and credit packages
• Participate in loan approval presentations
• Conduct periodic reviews of portfolio credit risk and performance
• Attend seminars and ongoing training
• Build one-on-one working relationships with high‑level decision makers
• Support credit renewals and modifications for existing clients
• Shadow Relationship Managers in client and prospect meetings as appropriate

Commercial Banking

• Healthcare and Not‑for‑Profit

Placement…