Private Banking Portfolio Manager – Downtown Houston, TX
Amegy Bank
Houston, TX 77002
Description
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’re looking for a seasoned Private Banking Portfolio Manager to join our high-performing team in downtown Houston . If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.
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 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 and 2 years of directly related experience.
Proven success in private banking, lending, or other directly related experience in financial services.
Strong knowledge of banking products, credit structuring, and relationship management.
Excellent communication, negotiation, and customer service skills.
Proficiency with Microsoft Office and banking systems.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal 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
We’re looking for a seasoned Private Banking Portfolio Manager to join our high-performing team in downtown Houston . If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.
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 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 and 2 years of directly related experience.
Proven success in private banking, lending, or other directly related experience in financial services.
Strong knowledge of banking products, credit structuring, and relationship management.
Excellent communication, negotiation, and customer service skills.
Proficiency with Microsoft Office and banking systems.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal 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
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