Private Banking Relationship Manager - Houston, TX

Zions Bancorporation • Houston, TX • 5h ago

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 are looking for a Private Banking Relationship Manager to join our team in Houston, TX . 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:

10+ years of related Private Banking experience and in a client facing, relationship management role.

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.

Local candidates preferred.

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

Req ID: 070625

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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