Private Banking Relationship Manager – Houston, TX

Zionsbancorp; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Sales

Credit analysis

Loan structuring

Interpersonal communication

Financial planning

Computer skills

Job description

Private Banking Relationship Manager - Houston, TX(

Job Number:

1. hours per week: 40

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

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations

Texas-Houston-TX - Amegy Tower
Private Banking

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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