Client Relationship Associate - Amegy Tower / Houston, TX

Location
Houston, Texas
Salary
Open
Posted
Mar 01, 2024
Closes
Mar 02, 2025

At Amegy Bank, everyone counts!  Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees.

We are looking for a Client Relationship Associate to join our Commercial team in Houston, TX.

Essential Functions: 

  • Supports Loan Officers in the daily management of their loan portfolios.
  • Provides daily administrative assistance to the assigned department in the areas of loans, deposits, and account servicing.
  • Determines if documents provided meet bank requirements.
  • Compiles and monitors loan past due reports and deposit account overdraft reports.
  • Daily decisioning of NSF items.
  • Opens, updates, and closes deposit accounts.
  • Manages reporting exceptions which include collateral, material, financial, and deposit.
  • Obtains missing information such as signature cards, financial statements, insurance, etc.
  • Responsible for managing the filing, correspondence, scheduling, and coordinating loan portfolio functions to assure a smooth operational flow.
  • Assists with loan processing, closing, and monitoring while providing quality service.

Qualifications:

 Requires High School diploma or equivalent and some years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.

  • Basic knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.
  • Good interpersonal, customer service and communications skills, both verbal and written.
  • Ability to respond to inquiries in a timely manner.
  • Ability to process, audit and review client information.
  • Good problem resolution skills.
  • Ability to create and pull reports.
  • Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
  • Working knowledge of various word processing and spreadsheet software.

Benefits:

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