DOSSIER: The Bank of San Antonio

by SA Woman | Jan 31, 2023 | The Dossier | 0 comments

Brandi Vitier, President of The Bank of San Antonio
Maria Breen, EVP, Private Banking Manager
Jennifer Dunem, SVP, Treasury Sales Manager
Maggie Ortiz, SVP, Relationship Manager

Our ideal clients are individuals and families who would benefit from a personalized and collaborative banking experience. From expert wealth management and trust services to concierge-level private banking, our client’s unique situations and goals guide every move we make.

We are passionate about building strong partnerships with our clients. We listen closely to understand what is important and meaningful to them and use this information to craft customized solutions. Our team is dedicated to getting to know each client and anticipating their needs.

As a team, we offer a range of specialized services. For example, our advisors in Treasury Management provide education on fraud mitigation, while our tenured commercial bankers advise founders on growth opportunities. Our goal is to build long-term wealth.

BRANDI:

I love the opportunity to work with interesting people who have created wealth through their family businesses, entrepreneurship, and stewardship of family wealth for future generations. Helping people achieve their goals is what this profession is all about.

MARIA:

I see our impact like a drop of water rippling through a lake—each ripple affects the others and contributes to the growth of everything it touches. This is the meaning and inspiration in my work, to connect, engage, educate, and support. It’s a new journey every day with clients to discover what’s possible.

JENNIFER:

I enjoy hearing every client’s story and their passion for what they do. Building relationships and helping our clients find ways to increase efficiencies and fight fraud is rewarding.

MAGGIE:

I love seeing projects in San Antonio that I’ve played a part in bringing to fruition. With its cultural vibrancy and community, San Antonio is poised for continued growth, and I am grateful to play a part in it.

The Bank of San Antonio

1900 NW Loop 410, San Antonio, Texas 78213

(210) 807-5500

www.thebankofsa.com

Investment products are not FDIC insured, not bank guaranteed and may lose value.

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