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're looking for a Client Relationship Associate to join our Commercial Lending team.
Ideal candidates will have the skills and experience necessary to:
Support Loan Officers in the daily management of their loan portfolios.
Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing.
Process loan renewals and changes in terms as related to the Loan Officers portfolios.
Call clients to request current financial statements, credit reports and income verification information.
Determine if documents provided met banks requirements.
Open and close accounts. Add/delete signers. Notary duties.
Manage reporting exceptions which include collateral, material, financial and deposit.
Obtain 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.
Assist with loan processing, closing and monitoring while providing quality service to allow loan personnel time for business development activities.
Assist customers with questions, preparing e-files and maintenance of all automated reports, etc. .
Other duties as assigned.
Requires a High School diploma or equivalent and 2+ years experience in 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.
Proficient 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.
Strong 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.
Strong problem resolution skills.
Ability to create and pull reports.
Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
Advanced working knowledge of various word processing and spreadsheet software
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
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.