Branch Relationship Banker (Personal Banker) - Union Square / San Antonio, TX
Location: San Antonio, Texas
Internal Number: 10280_060883
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 Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Union Square / San Antonio 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!
Ideal candidates will have the skills and experience necessary to:
Provide 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 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
2+ years' experience in banking, sales, teller, new accounts, loan processing or other directly related experience
Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred
Proficient knowledge of mathematical calculations and standard banking products, services, and transactions
Strong knowledge of all retail products and services
Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written
Effective selling, cross-selling, and referral skills
Strong problem-solving and negotiation 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; 7:45 a.m. to 4:45 p.m. or 8:15 a.m. to 5:15 p.m. and Saturday; 8:45 a.m. to 1:15 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.
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.