Premier Client Support Specialist - Amegy Tower/ Houston, TX
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 Premier Client Support Specialist to join our Private Banking team in Houston, TX.
Essential Functions:
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.
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.
Advanced knowledge of bank products, procedures and customer service.
Ability to assist with all aspects of relationship management and be able to input loans and work loan files independently.
Ongoing and proactive client contact with refined analysis and client service conduct required.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
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
Apply Now
We are looking for a seasoned Premier Client Support Specialist to join our Private Banking team in Houston, TX.
Essential Functions:
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.
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.
Advanced knowledge of bank products, procedures and customer service.
Ability to assist with all aspects of relationship management and be able to input loans and work loan files independently.
Ongoing and proactive client contact with refined analysis and client service conduct required.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
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
Apply Now