Premier Client Support Specialist - Esperson/ Downtown Houston

Amegy Bank; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Life & disability

PTO & holidays

401(k) matching

Profit sharing

Mental health benefits

Tuition reimbursement

Employee banking products

Job summary

Amegy Bank in Houston, TX seeks a seasoned Premier Client Support Specialist to join our Private Banking team. You will coordinate Premier Wealth Management support, manage loan applications, close loans, and serve as liaison between groups to ensure excellent, proactive client service for high-net-worth clients.

The role requires strong communication, knowledge of lending regulations, and the ability to work independently while building lasting relationships and delivering tailored banking

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.

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

Client relationships

Communication skills

Lending regulations

Independent work

Education

High School diploma or equivalent

College degree preferred

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.

We are looking for a seasoned Premier Client Support Specialist to join our Private Banking team in Houston, 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 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.
• Must have strong interpersonal, written, and verbal communication skills.
• Must be able to work independently, prioritize projects, and follow through on deadlines.

Benefits:

• 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