Private Banking Relationship Manager - Houston, TX

Amegy Bank; Houston (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Job summary

Amegy Bank is seeking a Private Banking Relationship Manager in Houston, TX, responsible for managing client portfolios, generating new business, and ensuring high satisfaction levels. Candidates must have over 10 years of experience in Private Banking, solid sales skills, and knowledge of banking products.

The role offers comprehensive benefits, including medical insurance, paid time off, and a 401(k) plan with company match. Join Amegy Bank and transform your career!

Qualifications

• 10+ years of related Private Banking experience in a client facing role.
• Knowledge of mortgages, investments, and insurance products.
• Strong interpersonal and communication skills.

Responsibilities

• Manage and service a portfolio of existing clients.
• Generate, retain, and expand business through referrals.
• Conduct credit analysis and proper loan structuring.
• Maintain high client satisfaction levels.

Skills

Knowledge of banking and commercial lending

Solid sales skills

Credit analysis and loan structuring

Interpersonal and communication skills

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 Private Banking Relationship Manager to join our team in Houston, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals.

Essential Functions

• 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.
• Other duties as assigned.

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.
• Commitment to a high degree of service quality.
• Computer skills including word processing and spreadsheet software.
• Local candidates preferred.

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