Sr. Business Banking Relationship Manager – West Houston

Amegy Bank; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Amegy Bank in Houston is seeking a seasoned Business Banking Relationship Manager to grow and manage a portfolio of commercial clients with revenues from roughly $3M to $20M+.

You will source new opportunities, tailor banking solutions, and strive to meet regional revenue goals while delivering exceptional client service.

Qualifications

• Typically requires a Bachelor's degree and 5+ years of directly related experience.
• Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields.
• Extensive knowledge of sales techniques, banking products and services.
• Excellent customer service, negotiation and PC skills.

Responsibilities

• Grow, retain, and expand a portfolio of Business Banking customers; source new opportunities through referrals.
• Recommend banking solutions as a trusted advisor to meet client objectives.
• Meet assigned revenue goals for region and products.
• Visit client locations every 6 months and develop client profiles and relationship plans.
• Develop and drive new acquisitions through centers of influence such as CPAs, attorneys, and existing clients.
• Ensure client requests are met directly or via appropriate resources.
• Meet or exceed KPIs for portfolio growth, revenue, profitability, retention, and customer satisfaction.

Skills

Relationship management

Sales techniques

Customer service

Negotiation

Banking products

Education

Bachelor's degree

Tools

PC 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 seasoned Business Banking Relationship Manager in Houston, TX. This role is focused on developing and managing relationships with businesses generating approximately $3 million to $20+ million in annual revenue.

The ideal candidate will have the experience necessary to:

• Grow, retain, and expand a portfolio of existing Business Banking customers, including relationships within the for-profit and nonprofit sectors. This position is also responsible for sourcing new customers through referrals and developing opportunities that drive portfolio growth.
• Recommend the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
• Meet assigned revenue goal for region and products.
• Gain complete knowledge of the business and personal financial needs of assigned customers.
• Visit client locations every 6 months.
• Build knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
• Develop and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
• Ensure client requests are met by handling them directly and/or referring to appropriate resource.
• Meet or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
• Other duties as assigned.

Qualifications

• Typically requires a Bachelors and 5+ years of directly related experience.
• Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields.
• Extensive knowledge of sales techniques, banking products and services.
• Must have excellent customer service, negotiation and PC's skills.

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