Sr. Private Banking Relationship Manager - Downtown Houston TX

BankTalent HQ; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Amegy Bank is seeking a seasoned Private Banking Relationship Manager in downtown Houston. This role focuses on building client relationships, driving portfolio growth, and delivering a comprehensive financial service. Candidates should possess a bachelor's degree and strong banking experience, thriving in a dynamic and prestigious environment.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!

401(k) plan with company match

Tuition Reimbursement

Paid Time Off (PTO)

Mental health benefits including coaching and therapy sessions

Qualifications

• Proven success in private banking, lending, or financial services.
• Strong knowledge of banking products, credit structuring, and relationship management.
• Excellent communication and customer service skills.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Drive portfolio growth through client engagement and expansion.
• Conduct credit analysis and structure loans.

Skills

Communication

Negotiation

Customer Service

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Banking Systems

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're looking for a seasoned Private Banking Relationship Manager to join our high-performing team in downtown Houston, working from the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.

Key Responsibilities:

• Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their banking relationship.
• Drive portfolio growth through strategic client engagement, retention, and expansion.
• Source new business through referrals, internal partnerships, and your own network.
• Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections.
• Conduct credit analysis and structure loans that align with client goals and risk profiles.
• Ensure exceptional client satisfaction through proactive communication and personalized service.
• Regularly review client portfolios and provide strategic recommendations.
• Collaborate across departments to deliver a seamless, full-service banking experience.

Qualifications:

Bachelor's degree or equivalent combination of education and experience.

• Proven success in private banking, lending, or other directly related experience in financial services.
• Strong knowledge of banking products, credit structuring, and relationship management.
• Excellent communication, negotiation, and customer service skills.
• Proficiency with Microsoft Office and banking systems.

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