Private Banking Relationship Manager - Austin, TX
Private Banking Relationship Manager - Austin, TX
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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 seasonedPrivate BankingRelationship Managerin AustinTX. 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 the principal account and relationship manager for new and existing clients.
- Focuses on generating managing and serving 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 and commercial business referrals.
- Responsible for overseeing credit analysis and proper loan structuring.
- Responsible for maintaining a high level of client satisfaction.
- Development and follows-up on new client leads through existing clients referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
- Calls on existing relationships to review portfolios and makes recommendations as needed.
- Work in an independent environment
- Other duties as assigned.
Qualifications:
Requires a Bachelors and 7 years experience with lending sales banking products and services or other directly related experience. A combination of education and experience may meet requirements.
- Advanced knowledge of banking commercial lending mortgages investments trusts affinity and insurance products and services.
- Must have formal credit training.
- Excellent sales self-management credit analysis loan structuring applicant interviewing and perceptive character judgment skills.
- Extensive working knowledge in financial planning enabling recognition of investments brokerage sales and referral possibilities.
- Excellent interpersonal and communication skills both verbal and written.
- Commitment to a high degree of service quality.
- Advanced computer skills including word processing and spreadsheet software.
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
Required Experience:
Manager
Employment Type
Full Time
