Premier Client Support Specialist - Esperson/ Downtown Houston

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

Premier Client Support Specialist - Esperson/ Downtown Houston

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 seasonedPremier Client Support Specialistto join ourPrivate Banking teaminHouston, TX.

Essential Functions:

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.

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 andcustomer service.

Ability to assist with all aspects ofrelationship management and be able to input loans and workloan files independently.

Ongoing and proactive client contactwith refined analysis and client service conduct required.

Must be knowledgeable in lending regulations.

Be familiarwith common office software and applications.

Must havestrong interpersonal, written, and verbal communication skills.

Must be able to work independently, prioritize projects, andfollow through on deadlines.

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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

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Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC