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 an experienced Private Banking Relationship Manager to join Amegy's Private Banking team in Houston, TX. This role focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in wealth management. Our lenders act as the principal account and relationship manager for new and existing clients in the private banking space.
Responsible for developing strong, low risk commercial relationships while maintaining quality customer service.
Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments.
Calls on existing relationships to review portfolios and makes recommendations as needed.
Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients.
Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
Cross sell other bank products.
Other duties as assigned
A four-year college degree in business, accounting, or finance is strongly preferred with direct wealth management experience preferred. A concentration in C&I or other complex commercial lending is required. An equivalent combination of education and experience may meet qualifications.
Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services is required
Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities preferred
Solid sales, self-management, credit analysis, loan structuring, applicant interviewing, and perceptive character judgment skills preferred
A demonstrated ability to develop and maintain major banking relationships is strongly preferred.
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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
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.