Private Banking Relationship Manager - Houston, TX at Zions Bancorporation

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lending, Sales, Banking Products, Credit Analysis, Loan Structuring, Client Satisfaction, Interpersonal Skills, Communication Skills, Financial Planning, Investment Knowledge, Brokerage Sales, Referral Management, Self-Management, Character Judgment, Computer Skills, Word Processing, Spreadsheet Software

Industry

Banking

Description

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: Requires a Bachelor's 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

Responsibilities

The Private Banking Relationship Manager is responsible for the growth, retention, and expansion of a portfolio of existing customers, as well as sourcing new customers through referrals. This role involves managing client relationships and ensuring high levels of client satisfaction.