Amegy Bank
Private Banking Relationship Manager - Houston, TX
Amegy Bank, Houston, Texas, United States, 77246
Overview
Private Banking Relationship Manager - Houston, TX role at Amegy Bank. This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals. Essential Functions
Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing 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, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Develops and follows up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Qualifications
Requires a Bachelor’s degree and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Solid interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. 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
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Private Banking Relationship Manager - Houston, TX role at Amegy Bank. This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals. Essential Functions
Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing 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, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Develops and follows up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Qualifications
Requires a Bachelor’s degree and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Solid interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. 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
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