Senior Branch Relationship Banker (Personal Banker) - Bilingual Spanish / English Preferred - Amegy Tower / Houston, TX

Houston, Texas
May 01, 2023
Jun 01, 2023

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 are looking for a seasoned Senior Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Amegy Tower / Houston financial center. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!


Essential Functions:


  • Perform full-service banking services to new and existing customers within the branch/financial center, with a primary focus on sales and service
  • Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the branch/financial center
  • Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer, or small business loans, and resolve client services concerns
  • Execute the sales discovery process and manage customer relationships
  • Conduct assessments with clients to determine their financial needs and make appropriate recommendations
  • Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed
  • Execute inside/outside sales calls to prospects and established customers
  • Establish, expand, and maintain strong customer relationship by providing extensive, personalized service focused on specific needs of each banking customer
  • Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss
  • Perform all duties in compliance with laws, regulations, and bank policies and procedures
  • Resolve client concerns through direct personal action or referral to alternative branch or bank resources
  • Adhere to the bank's security policies while maintaining confidentiality of bank records and client information
  • Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals
  • Perform other duties as assigned




  • High school diploma or equivalent
  • 3+ years' experience as a universal banker/personal banker or similar retail banking role
  • Bilingual Spanish/English preferred
  • Strong banking and sales experience preferred
  • Previous experience in a financial sales representative-oriented role preferred with knowledge of consumer lending applications processes and procedures
  • Expert knowledge of mathematical calculations and standard banking products, services, and transactions
  • Advanced knowledge of all retail products and services
  • Excellent customer service, interpersonal and communication skills, both verbal and written
  • Effective selling, cross-selling, and referral skills
  • Meeting sales goals and/or sales referral goals experience preferred
  • Strong mathematical, problem-solving, and negotiation skills
  • Ability to analyze customer credit data and other related financial information
  • Advanced interpersonal and relationship building skills
  • Strong attention to detail and time management
  • Proficient in basic computer skills


Hours of Work:


  • Days and hours of work are Monday through Friday; 8 a.m. to 5:30 p.m.


  • This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.




At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.


  • 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


Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.

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