Elite Private Banking Client Support Specialist

Zions Bancorporation; Houston (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Life insurance

Disability insurance

Paid time off and holidays

Tuition reimbursement

401(k) matching

Profit sharing

Job summary

Amegy Bank, a division of Zions Bancorporation, N.A., is seeking a Premier Client Support Specialist to support the Private Banking team in Houston, TX. The role involves coordinating Premier Wealth Management support activities, processing and closing loans, and maintaining high standards of client service.

Ideal candidates have 3+ years in private/executive banking, strong interpersonal skills, and knowledge of lending regulations.

Qualifications

• Requires High School diploma or equivalent and 3+ years of experience in private/executive banking, including regular client contact, or other directly related experience.
• A college degree and 5 years related experience preferred.
• Advanced knowledge of bank products, procedures and customer service.
• Ability to assist with all aspects of relationship management and be able to input loans and work loan files independently.
• Ongoing and proactive client contact with refined analysis and client service conduct required.
• Must be knowledgeable in lending regulations.
• Be familiar with common office software and applications.

Responsibilities

• Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments
• Processes and closes both routine and complex residential and commercial loans.
• Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
• Accepts loan applications for underwriting and documentation and closes loans.
• Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
• May perform cash handling and deposit functions.
• Other duties as assigned.

Skills

Interpersonal communication

Written communication

Verbal communication

Customer service

Relationship management

Education

High School diploma or equivalent

College degree (preferred)

Tools

Office software

Job description

Amegy Bank, a division of Zions Bancorporation, N.A., is seeking a Premier Client Support Specialist to support the Private Banking team in Houston, TX. The role involves coordinating Premier Wealth Management support activities, processing and closing loans, and maintaining high standards of client service.

Ideal candidates have 3+ years in private/executive banking, strong interpersonal skills, and knowledge of lending regulations.