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Private Banking Team Lead - San Antonio, TX at Zions Bancorporation
San Antonio, Texas, United States - Full Time
Skills Needed
Private Banking, Relationship Management, Credit Analysis, Loan Structuring, Wealth Management, Investment Products, Business Development, Team Leadership, Portfolio Management, Financial Planning, Sales, Interpersonal Communication, Microsoft Word, Microsoft Excel
Specialization
Requires a bachelor's degree and at least 10 years of progressive experience in private banking, lending, and wealth strategies. Candidates should possess strong credit analysis skills and leadership abilities, with investment licenses (Series 7 & 63) being a plus.
Experience Required
Minimum 10 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and the ability to manage high-performing teams. A bachelor's degree is required to qualify for this leadership role.
Experience Required
Minimum 5 year(s)
Relationship Banker - Sacramento Metro Area at Bank of America
Town of Philipstown, New York, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and strong communication skills with a focus on client results. Desired qualifications include experience in financial services, sales, and cash handling, with a preference for Spanish language skills.
Customer Service Rep(08920) - 110 Banks Dr. at DOMINOS PIZZA FRANCHISE
Chapel Hill, North Carolina, United States - Full Time
Skills Needed
Customer Service, Communication, Interpersonal Skills, Multitasking, Problem Solving, Computer Skills, Point Of Sale Systems, Positive Attitude
Specialization
Candidates should have a positive attitude and a passion for customer service, along with excellent communication skills. Basic computer skills and the ability to multitask in a fast-paced environment are also required.
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Patiala, Punjab, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Financial Product Cross Selling, Operational Excellence, Customer Service, Profitability Management, Compliance
Specialization
The role requires a dynamic leader with strong sales skills and a deep understanding of regulatory requirements. A Bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Noida, Uttar Pradesh, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
The role requires a dynamic leader with strong sales acumen and a deep understanding of regulatory requirements. A bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Customer Service Representative - Banking at University Bank
Ann Arbor, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Operations, Account Maintenance, Loan Sales, Problem Solving, Time Management, Analytical Skills, Written Communication, Verbal Communication, Organizational Skills, Regulatory Compliance
Specialization
Requires a High School Diploma and previous experience in cash handling and customer service, with 1 to 3 years of related experience. Candidates must be a licensed notary public or be willing to obtain certification.
Experience Required
Minimum 2 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, Telangana, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to manage high-performing teams and promote financial product cross-selling.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Barnala, Punjab, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
The role requires a dynamic leader with strong sales acumen and the ability to manage high-performing teams. A bachelor's degree is required for this position.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to lead branch operations and customer engagement efforts.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, Rajasthan, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Sales, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to lead customer engagement and branch operations effectively.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Financial Product Cross Selling, Operational Excellence, Customer Engagement, Profitability Management, Compliance
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to manage high-performing teams and promote financial products.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, karnataka, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
Candidates must possess strong sales acumen and a deep awareness of regulatory requirements. A bachelor's degree is required to manage customer engagement and branch operations effectively.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Jammu, Jammu and Kashmir, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
The role requires a dynamic leader with strong sales acumen and a deep understanding of regulatory requirements. A bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Credit Specialist I - Global Fund Banking at First Citizens Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Projections, Salesforce, Crm, Microsoft Office Suite, Written Communication, Verbal Communication, Data Accuracy, Collaboration
Specialization
Candidates need a Bachelor's degree with 1 year of financial services experience or a High School diploma/GED with 2 years of experience. Proficiency in Microsoft Office and experience with Salesforce/CRM are preferred.
Sales Assistant - Cotton On Rosebank Mall at Cotton On Group Services Pty Ltd
Rosebank, Gauteng, South Africa - Full Time
Skills Needed
Customer Experience, Visual Merchandising, Sales, Brand Ambassadorship, Teamwork, Product Replenishment
Specialization
The ideal candidate should have a passion for fashion and a desire to contribute to a diverse, inclusive team environment. No specific formal qualifications are listed, but a motivation to inspire customers and work collaboratively is required.
Relationship Banker I (Mapunapuna Branch) at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Sales, Cash Handling, Retail Banking, Microsoft Office, Interpersonal Communication, Critical Thinking, Negotiation, Analytical Skills, Detail Oriented, Digital Banking Support, Relationship Management
Specialization
Candidates must have a high school diploma and at least 3 years of experience in consumer sales, marketing, or customer service. Registration with the Nationwide Mortgage Licensing System & Registry is required within 30 days of employment.
Experience Required
Minimum 2 year(s)
Sales Assistant - Cotton On Rosebank Mall at Cotton On Group Services Pty Ltd
Rosebank, Gauteng, South Africa - Full Time
Skills Needed
Customer Experience, Visual Merchandising, Sales, Brand Ambassadorship, Teamwork, Retail Operations
Specialization
Candidates should have a passion for fashion and a desire to create positive customer moments. The role requires a motivated individual who can work effectively within a diverse team environment.
General Manager(06606) - 4201B Westbank Dr. at DOMINOS PIZZA FRANCHISE
Austin, Texas, United States - Full Time
Skills Needed
Store Management, Operations Management, Leadership
Specialization
The candidate must be able to fulfill the duties of a Store General Manager. No specific educational or experience requirements are listed in the text.
Experience Required
Minimum 5 year(s)
Medical Laboratory Scientist - Blood Bank at Nextonic Solutions LLC
, Maryland, United States - Full Time
Skills Needed
Blood Banking, Immunohematology, Compatibility Testing, Crossmatching, Blood Component Manufacturing, Rbc Antibody Resolution, Laboratory Equipment Calibration, Quality Assurance, Pre Analytical Testing, Analytical Testing, Post Analytical Testing, Blood Inventory Management, Serologic Procedures, Molecular Procedures, Lot Release, Labeling
Specialization
Requires a Bachelor's degree in Biology or completion of an accredited clinical laboratory science training program. Experience in a blood bank laboratory environment is preferred.
Experience Required
Minimum 2 year(s)
Private Banking Team Lead - San Antonio, TX at Zions Bancorporation
San Antonio, Texas, United States -
Full Time

Start Date

Immediate

Expiry Date

10 Oct, 26

Salary

0.0

Posted On

12 Jul, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Private Banking, Relationship Management, Credit Analysis, Loan Structuring, Wealth Management, Investment Products, Business Development, Team Leadership, Portfolio Management, Financial Planning, Sales, Interpersonal Communication, Microsoft Word, Microsoft Excel

Industry

Banking

Description
Private Banking Relationship Manager – Team Lead We are seeking a Private Banking Relationship Manager – Team Lead to join our team in San Antonio, TX. This is an exciting opportunity for an experienced professional to step into a leadership role, serving as a subject matter expert for the team while continuing to manage client relationships. Our Private Bankers collaborate across Amegy Bank’s key lines of business—including Commercial Banking, Commercial Real Estate, Wealth Management, Business Banking, and other specialized areas—to deliver fully integrated financial solutions. This role is deeply connected to executive goals and enterprise-wide strategies. You’ll manage a large, complex portfolio of high-net-worth clients while leveraging deep expertise in investment products and advanced wealth strategies to create comprehensive plans that help clients grow, preserve, and transfer wealth. Why This Role Is a Great Opportunity for Growth As a Team Lead, you will not only manage a portfolio of high-value clients but also mentor and guide team members, positioning yourself for advancement within our Private Banking division. This role offers visibility, leadership experience, and the chance to influence team success. Essential Functions Team Leadership & Expertise Serve as a subject matter expert for private banking products and services. Act as a resource for training and development within the team. Client Relationship Management Act as the principal account and relationship manager for new and existing clients. Focus on generating, managing, and servicing a portfolio of clients. Maintain a high level of client satisfaction through proactive communication and tailored solutions. Business Development Generate, retain, and expand business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions. Credit & Portfolio Management Responsible for credit analysis and proper loan structuring. Review client portfolios and make recommendations as needed. Other Duties Collaborate with leadership on team performance and strategic initiatives. Other duties as assigned. Qualifications Bachelor’s degree and a minimum of 10 years of progressive experience in Private Banking, including expertise in lending, sales, investment products, and comprehensive wealth strategies. A combination of education and relevant experience may be considered. Strong knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products. Deep understanding of investment products and wealth strategies, with a focus on building comprehensive wealth plans for clients. Proven ability in sales, credit analysis, loan structuring, and client relationship management. Leadership skills with the ability to mentor and guide team members. Excellent interpersonal and communication skills, both verbal and written. Commitment to high-quality service and client satisfaction. Proficiency in Microsoft Word and Excel. Investment licenses (Series 7 & 63, or similar) a plus, but not required Local candidates preferred. 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
Responsibilities
Lead a private banking team by serving as a subject matter expert and mentor while managing a complex portfolio of high-net-worth clients. Drive business growth through the generation of loan, deposit, and investment referrals and the creation of comprehensive wealth strategies.
Private Banking Team Lead - San Antonio, TX at Zions Bancorporation
San Antonio, Texas, United States - Full Time
Skills Needed
Private Banking, Relationship Management, Credit Analysis, Loan Structuring, Wealth Management, Investment Products, Business Development, Team Leadership, Portfolio Management, Financial Planning, Sales, Interpersonal Communication, Microsoft Word, Microsoft Excel
Specialization
Requires a bachelor's degree and at least 10 years of progressive experience in private banking, lending, and wealth strategies. Candidates should possess strong credit analysis skills and leadership abilities, with investment licenses (Series 7 & 63) being a plus.
Experience Required
Minimum 10 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and the ability to manage high-performing teams. A bachelor's degree is required to qualify for this leadership role.
Experience Required
Minimum 5 year(s)
Relationship Banker - Sacramento Metro Area at Bank of America
Town of Philipstown, New York, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and strong communication skills with a focus on client results. Desired qualifications include experience in financial services, sales, and cash handling, with a preference for Spanish language skills.
Customer Service Rep(08920) - 110 Banks Dr. at DOMINOS PIZZA FRANCHISE
Chapel Hill, North Carolina, United States - Full Time
Skills Needed
Customer Service, Communication, Interpersonal Skills, Multitasking, Problem Solving, Computer Skills, Point Of Sale Systems, Positive Attitude
Specialization
Candidates should have a positive attitude and a passion for customer service, along with excellent communication skills. Basic computer skills and the ability to multitask in a fast-paced environment are also required.
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Patiala, Punjab, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Financial Product Cross Selling, Operational Excellence, Customer Service, Profitability Management, Compliance
Specialization
The role requires a dynamic leader with strong sales skills and a deep understanding of regulatory requirements. A Bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Noida, Uttar Pradesh, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
The role requires a dynamic leader with strong sales acumen and a deep understanding of regulatory requirements. A bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Customer Service Representative - Banking at University Bank
Ann Arbor, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Operations, Account Maintenance, Loan Sales, Problem Solving, Time Management, Analytical Skills, Written Communication, Verbal Communication, Organizational Skills, Regulatory Compliance
Specialization
Requires a High School Diploma and previous experience in cash handling and customer service, with 1 to 3 years of related experience. Candidates must be a licensed notary public or be willing to obtain certification.
Experience Required
Minimum 2 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, Telangana, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to manage high-performing teams and promote financial product cross-selling.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Barnala, Punjab, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Knowledge, Compliance Management, Profitability Management
Specialization
The role requires a dynamic leader with strong sales acumen and the ability to manage high-performing teams. A bachelor's degree is required for this position.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to lead branch operations and customer engagement efforts.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, Rajasthan, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Business Growth, Operational Excellence, Customer Service, Cross Selling, Financial Product Sales, Compliance Management, Profitability Management
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to lead customer engagement and branch operations effectively.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Sales Acumen, Regulatory Awareness, Team Management, Financial Product Cross Selling, Operational Excellence, Customer Engagement, Profitability Management, Compliance
Specialization
Candidates must possess strong sales acumen and a deep understanding of regulatory requirements. A Bachelor's degree is required to manage high-performing teams and promote financial products.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
, karnataka, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
Candidates must possess strong sales acumen and a deep awareness of regulatory requirements. A bachelor's degree is required to manage customer engagement and branch operations effectively.
Experience Required
Minimum 5 year(s)
Branch Manager-BRANCH BANKING-Branch Head at Kotak Mahindra Bank
Jammu, Jammu and Kashmir, India - Full Time
Skills Needed
Business Growth, Operational Excellence, Customer Service, Sales Acumen, Regulatory Awareness, Team Management, Profitability Management, Compliance, Customer Engagement, Cross Selling
Specialization
The role requires a dynamic leader with strong sales acumen and a deep understanding of regulatory requirements. A bachelor's degree is specified as the required study level.
Experience Required
Minimum 5 year(s)
Credit Specialist I - Global Fund Banking at First Citizens Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Projections, Salesforce, Crm, Microsoft Office Suite, Written Communication, Verbal Communication, Data Accuracy, Collaboration
Specialization
Candidates need a Bachelor's degree with 1 year of financial services experience or a High School diploma/GED with 2 years of experience. Proficiency in Microsoft Office and experience with Salesforce/CRM are preferred.
Sales Assistant - Cotton On Rosebank Mall at Cotton On Group Services Pty Ltd
Rosebank, Gauteng, South Africa - Full Time
Skills Needed
Customer Experience, Visual Merchandising, Sales, Brand Ambassadorship, Teamwork, Product Replenishment
Specialization
The ideal candidate should have a passion for fashion and a desire to contribute to a diverse, inclusive team environment. No specific formal qualifications are listed, but a motivation to inspire customers and work collaboratively is required.
Relationship Banker I (Mapunapuna Branch) at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Sales, Cash Handling, Retail Banking, Microsoft Office, Interpersonal Communication, Critical Thinking, Negotiation, Analytical Skills, Detail Oriented, Digital Banking Support, Relationship Management
Specialization
Candidates must have a high school diploma and at least 3 years of experience in consumer sales, marketing, or customer service. Registration with the Nationwide Mortgage Licensing System & Registry is required within 30 days of employment.
Experience Required
Minimum 2 year(s)
Sales Assistant - Cotton On Rosebank Mall at Cotton On Group Services Pty Ltd
Rosebank, Gauteng, South Africa - Full Time
Skills Needed
Customer Experience, Visual Merchandising, Sales, Brand Ambassadorship, Teamwork, Retail Operations
Specialization
Candidates should have a passion for fashion and a desire to create positive customer moments. The role requires a motivated individual who can work effectively within a diverse team environment.
General Manager(06606) - 4201B Westbank Dr. at DOMINOS PIZZA FRANCHISE
Austin, Texas, United States - Full Time
Skills Needed
Store Management, Operations Management, Leadership
Specialization
The candidate must be able to fulfill the duties of a Store General Manager. No specific educational or experience requirements are listed in the text.
Experience Required
Minimum 5 year(s)
Medical Laboratory Scientist - Blood Bank at Nextonic Solutions LLC
, Maryland, United States - Full Time
Skills Needed
Blood Banking, Immunohematology, Compatibility Testing, Crossmatching, Blood Component Manufacturing, Rbc Antibody Resolution, Laboratory Equipment Calibration, Quality Assurance, Pre Analytical Testing, Analytical Testing, Post Analytical Testing, Blood Inventory Management, Serologic Procedures, Molecular Procedures, Lot Release, Labeling
Specialization
Requires a Bachelor's degree in Biology or completion of an accredited clinical laboratory science training program. Experience in a blood bank laboratory environment is preferred.
Experience Required
Minimum 2 year(s)