Relationship Banker: Personal Banking (Woodlands, TX)

Zionsbancorp; United States; On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life and disability insurance

401(k) retirement plan

Paid time off and holidays

Tuition reimbursement

Job summary

Amegy Bank, a division of Zions Bancorporation, is seeking a Branch Relationship Banker for the Woodlands, TX. You will engage clients, uncover financial needs, and deliver tailored banking solutions to strengthen relationships and drive revenue.

The role emphasizes client service, cross-selling, and collaboration with branch leadership to meet performance goals in a fast-paced retail environment. 40 hours/week, with a standard schedule and opportunities for growth.

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role.
• Proven experience in relationship-driven sales with the ability to identify opportunities, meet targets, and cross-sell banking products.
• Strong communication and interpersonal skills, with the ability to engage clients through meaningful conversations, uncover financial needs, and build trust to deepen relationships and drive sales.
• Knowledge of consumer lending processes and ability to guide clients through loan applications.
• Broad understanding of banking products, including deposits, loans, credit cards, and investment solutions.
• Effective negotiation and influencing skills to recommend appropriate financial solutions.
• Strong problem-solving abilities to address client needs, resolve issues, and handle inquiries.
• Experience in Teller operations and new account servicing preferred.
• Detail-oriented with strong organizational, multitasking, and prioritization skills in a fast-paced environment.
• Proficiency in basic math, computer applications, and banking systems/software.
• Ability to obtain and maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements.

Responsibilities

• Lead sales discovery and client relationship management efforts by conducting financial needs assessments and recommending tailored banking products and solutions.
• Build and manage client relationships while proactively generating business through outbound outreach, sales calls, in-branch engagement, and ongoing service support.
• Promote and cross-sell bank products and services, identifying referral opportunities (including commercial lending) and ensuring timely follow-up.
• Open and service accounts, issue ATM cards, and originate/close consumer loans while addressing client inquiries.
• Deliver comprehensive, sales-focused banking solutions that drive branch performance while providing exceptional service to new and existing customers.
• Identify and act on business opportunities to support revenue growth while effectively managing risk.
• Resolve client concerns promptly through direct resolution or appropriate escalation.
• Process Teller transactions accurately within authorized limits and handle day-to-day branch service responsibilities.
• Maintain strict compliance with banking regulations, policies, and security protocols while safeguarding client information.
• Collaborate with branch leadership to track performance goals and support overall branch operations.

Skills

Relationship-driven sales

Client relationship management

Communication

Negotiation

Problem solving

Multitasking

Attention to detail

Mathematics

Banking knowledge

Education

High school diploma or equivalent

Tools

Banking systems/software

Job description

Amegy Bank, a division of Zions Bancorporation, is seeking a Branch Relationship Banker for the Woodlands, TX. You will engage clients, uncover financial needs, and deliver tailored banking solutions to strengthen relationships and drive revenue.

The role emphasizes client service, cross-selling, and collaboration with branch leadership to meet performance goals in a fast-paced retail environment. 40 hours/week, with a standard schedule and opportunities for growth.