Houston Private Banking Client Growth Advisor

Zionsbancorp; Houston (TX); Sur place; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Medical, Dental and Vision Insurance -

Life and Disability Insurance, PaidPar

Health Savings (HSA), Flexible Spendin

Paid Training, Paid Time Off (PTO), 11

401(k) plan with company match

Mental health benefits

Tuition Reimbursement

Employee Ambassador preferred banking

Résumé du poste

Amegy Bank, a division of Zions Bancorporation, seeks a Private Banking Relationship Manager in Houston, TX. The role focuses on growing and maintaining a portfolio of private banking clients, financing and deposit growth, and referrals from internal sources.

Responsibilities include relationship management, credit analysis, loan structuring, and delivering high-quality client service. Local candidates preferred with extensive private banking experience.

Qualifications

• 10 years of related Private Banking experience and in a client facing, relationship management role.
• Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
• Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
• Solid interpersonal and communication skills, both verbal and written.

Responsabilités

• Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients.
• Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Responsible for credit analysis and proper loan structuring.
• Responsible to maintain a high level of client satisfaction.
• Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios and makes recommendations as needed.

Connaissances

Relationship management

Sales

Credit analysis

Loan structuring

Interpersonal communication

Financial planning

Computer skills

Description du poste

Amegy Bank, a division of Zions Bancorporation, seeks a Private Banking Relationship Manager in Houston, TX. The role focuses on growing and maintaining a portfolio of private banking clients, financing and deposit growth, and referrals from internal sources.

Responsibilities include relationship management, credit analysis, loan structuring, and delivering high-quality client service. Local candidates preferred with extensive private banking experience.