Senior Branch Relationship Banker (Senior Personal Banker) - Richardson, TX at Zions Bancorporation

Richardson, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Apr, 26

Salary

0.0

Posted On

30 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Relationship Management, Financial Solutions, Problem Solving, Communication, Interpersonal Skills, Attention to Detail, Negotiation, Banking Products, Cash Transactions, Account Management, Client Needs Assessment, Cross-Selling, Compliance, Mathematics

Industry

Banking

Description

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow. We’re seeking an experienced, highly skilled, and customer-focused professional to join our team as a Senior Branch Relationship Banker (Senior Personal Banker) at our Richardson Banking Center in Richardson, TX. In this role, you’ll deliver exceptional service, build strong client relationships, advise on financial solutions, promote our full range of products, and drive sales and overall performance through expertise and customer focus. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you’re passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we’d love to hear from you! Key Responsibilities: Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Serve as a trusted advisor to business clients by identifying their financial needs and recommending the appropriate business solutions. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 4 years’ banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role. Experience in teller operations and new account services is highly preferred. Prior experience managing and advising on business accounts, with the ability to provide tailored financial solutions to meet complex client needs Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs. Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday–Friday, 8:30 AM – 5:30 PM Saturday, 8:45 AM – 1:15 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above. Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance – starting your first day! Mental Health Support, including coaching and therapy sessions. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts. 401(k) Plan with Company Match and Profit Sharing. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. Tuition Reimbursement for eligible employees. Employee Ambassador preferred banking products. Competitive compensation aligned with experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Responsibilities

The Senior Branch Relationship Banker will deliver comprehensive banking solutions and exceptional service to clients while driving sales and performance. Responsibilities include processing transactions, managing client relationships, and recommending financial products.