Senior Premier Client Support — Private Banking

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

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