Business Banking Relationship Manager – Pearland, TX

Amegy Corporation

Pearland (TX)

Sur place

USD 75 000 - 110 000

Plein temps

Il y a 8 jours

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Avantages offerts par ce poste

Medical, Dental and Vision Insurance -
Life and Disability Insurance
Paid Parental Leave
401(k) plan with company match
Tuition Reimbursement
Employee ambassador banking products

Résumé du poste

Amegy Bank in Pearland, TX is seeking a Business Banking Relationship Manager to grow and manage a portfolio of middle-market clients. You will develop a deep understanding of each business and personal financial needs, source new opportunities, and coordinate solutions with the Bank's specialists.

The role emphasizes relationship building, achievement of revenue goals, and strong customer service. If you have a Bachelor’s and 2+ years in banking or sales, and thrive in a collaborative team,

Qualifications

  • Typically requires a Bachelor's and 2+ years of directly related experience.
  • Extensive knowledge of sales techniques, banking products and services.
  • Must have excellent customer service, negotiation and PC's skills.

Responsabilités

  • Grow and manage a portfolio of Business Banking customers including nonprofit and for-profit sectors.
  • Source new customers through referrals and develop opportunities for portfolio growth.
  • Recommend banking solutions as a trusted advisor to meet client objectives.
  • Meet assigned revenue goals for the region and products.
  • Visit client locations every 6 months and maintain client profiles and relationship plans.
  • Develop and drive new acquisitions through centers of influence such as CPAs and attorneys.

Connaissances

Sales techniques
Banking products
Customer service
Negotiation
PC skills

Formation

Bachelor's degree

Description du poste

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a Business Banking Relationship Manager in Pearland, TX. This role is focused on developing and managing relationships with businesses generating approximately $3 million to $20+ million in annual revenue.

The ideal candidate will have the experience necessary to:
  • Grow, retain, and expand a portfolio of existing Business Banking customers, including relationships within the for-profit and nonprofit sectors. This position is also responsible for sourcing new customers through referrals and developing opportunities that drive portfolio growth.
  • Recommend the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
  • Meet assigned revenue goal for region and products.
  • Gain complete knowledge of the business and personal financial needs of assigned customers.
  • Visit client locations every 6 months.
  • Build knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
  • Develop and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
  • Ensure client requests are met by handling them directly and/or referring to appropriate resource.
  • Meet or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
  • Other duties as assigned.
Qualifications:

Typically requires a Bachelors and 2+ years of directly related experience.

  • Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields.
  • Extensive knowledge of sales techniques, banking products and services.
  • Must have excellent customer service, negotiation and PC's skills.
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
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