Amegy Bank
Private Banking Relationship Manager - Austin, TX
We are seeking a seasoned Private Banking Relationship Manager in Austin, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals. Responsibilities
Acts the principal account and relationship manager for new and existing clients. Focuses on generating, managing and serving a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals. Responsible for overseeing credit analysis and proper loan structuring. Responsible for maintaining a high level of client satisfaction. Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting. Calls on existing relationships to review portfolios and makes recommendations as needed. Work in an independent environment. Other duties as assigned. Qualifications
Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Must have formal credit training. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Benefits
Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental 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 Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Amegy Bank by 2x #J-18808-Ljbffr
We are seeking a seasoned Private Banking Relationship Manager in Austin, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals. Responsibilities
Acts the principal account and relationship manager for new and existing clients. Focuses on generating, managing and serving a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals. Responsible for overseeing credit analysis and proper loan structuring. Responsible for maintaining a high level of client satisfaction. Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting. Calls on existing relationships to review portfolios and makes recommendations as needed. Work in an independent environment. Other duties as assigned. Qualifications
Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Must have formal credit training. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Benefits
Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental 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 Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Amegy Bank by 2x #J-18808-Ljbffr