Business Banking Relationship Manager - San Antonio, TX

Amegy Bank; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Life and Disability Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Job summary

A banking institution in San Antonio seeks a Business Banking Relationship Manager to oversee customer growth and retention. This role involves sourcing new clients through referrals and developing strong relationships with existing customers. Candidates should have a Bachelor's degree and at least four years of related experience. Benefits include comprehensive insurance, paid time off, and a 401(k) plan with matching contributions.

Qualifications

• Typically requires a Bachelor's and 4+ years of directly related experience.
• Full use and application of standard principles, theories, concepts, and techniques.
• Working knowledge of sales techniques and banking products.

Responsibilities

• Responsible for growth, retention, and expansion of a portfolio of existing Business Banking customers.
• Source new customers through referrals.
• Meet assigned revenue goals for region and products.

Skills

Customer service skills

Negotiation skills

Sales techniques

Knowledge of banking products

Education

Bachelor's degree

Job description

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.

Business Banking Relationship Manager (San Antonio, TX)

This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.

Essential Functions

• This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
• Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
• Meets assigned revenue goal for region and products.
• Gains complete knowledge of the business and personal financial needs of assigned customers.
• Visits client locations every 6 months.
• Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
• Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
• Ensures client requests are met by handling them directly and/or referring to appropriate resource.
• Meets or exceeds Key Performance Measures, as established by the Business Banking Area Manager, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
• Other duties as assigned.

Qualifications

• Typically requires a Bachelors and 4+ years of directly related experience.
• Full use and application of standard principles, theories, concepts, and techniques.
• Working knowledge of sales techniques, banking products and services.
• Must have excellent customer service, negotiation and PC's skills.

Benefits

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal 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