Private Banking Relationship Manager - Dallas, 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 Private Banking Relationship Manager in Dallas , TX . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
Acts a the principal account and relationship manager for new and existing clients.
Focuses on generating, managing and servicing a portfolio of clients.
Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
Responsible for credit analysis and proper loan structuring.
Responsible to maintain a high level of client satisfaction.
Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
Calls on existing relationships to review portfolios and makes recommendations as needed.
Other duties as assigned.
Qualifications:
Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
Full use and application of standard principles, theories, concepts, and techniques.
Working 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
Apply Now
We are looking for a seasoned Private Banking Relationship Manager in Dallas , TX . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
Acts a the principal account and relationship manager for new and existing clients.
Focuses on generating, managing and servicing a portfolio of clients.
Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
Responsible for credit analysis and proper loan structuring.
Responsible to maintain a high level of client satisfaction.
Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
Calls on existing relationships to review portfolios and makes recommendations as needed.
Other duties as assigned.
Qualifications:
Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
Full use and application of standard principles, theories, concepts, and techniques.
Working 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
Apply Now