Business Banking Relationship Manager
Posted on: 14 Apr 2023
San Antonio, TX
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 Business Banking Relationship Manager in San Antonio, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
Meets assigned revenue goal for region and products.
Gains complete knowledge of the business and personal financial needs of assigned customers.
Visits client locations every 6 months.
Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
Ensures client requests are met by handling them directly and/or referring to appropriate resource.
Meets 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 2+ years of directly related experience.
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
Amegy Bank
Houston, TX
More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.
Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their clients’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.
With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.
Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centers across 11 Western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Zions Bancorporation is in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION).
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IndustryBanking/Financial Services
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No. of Employees1,600+
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Website
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Jobs Posted660
