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Client Relationship Associate (Private Banking) - Esperson/Downtown Houston

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Amegy Bank Job Titles
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Amegy Bank
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052261 Requisition #

At Amegy Bank, everyone counts!  Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees.

 

 

We are looking for a Client Relationship Associate to join our Private Banking team in Downtown Houston.

 

 

Ideal candidates will have the skills and experience necessary to:

  • Support Loan Officers in the daily management of their loan portfolios.
  • Manage small deposit portfolio.
  • Process loan renewals and changes in terms as related to the Loan Officers portfolios, or own portfolio if assigned.
  • Call customers to request current financial statements, credit reports and income verification information.
  • Interpret if documents provided met requirements of the Bank.
  • Process and compile monthly production reports.
  • Open and close accounts.
  • Manage reporting exceptions which include collateral, material, financial, and deposit.
  • Obtain missing information such as signature cards, financial statements, insurance, etc.
  • Manage the filing, correspondence, scheduling and coordinating functions to assure a smooth operational flow.
  • Assist loan processing, closing and monitoring, while providing quality service and diplomacy to customer relationships, to allow loan personnel time for business development activities.
  • Provide assistant duties such as but not limited to: typing, mail, answering phones, scheduling appointments, faxing, ordering supplies, assisting customers with questions, preparing desk files and maintenance of all automated reports.
  • Other duties as assigned.

Qualifications

  • Typically requires High School diploma or equivalent and 1+ years related experience.
  • Limited use and/or application of basic principles, theories, and concepts.
  • Basic knowledge of computers and work flow organization. Knowledge of loan portfolios, including loan renewals and changes.
  • Strong interpersonal and communication skills.

Benefits:

  • Medical and Dental Insurance + Life Insurance + 401(k) plan + generous company matching!
  • Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers.
  • Eligible for sales bonuses + monthly incentives and/or annual discretionary bonus.
  • Paid Training, paid Vacation, paid Holidays and promotional opportunities offered from within.
  • Tuition Reimbursement for qualifying employees.
  • Stable Employer, a division of Zions Bancorporation and is included in the S&P 500 & NASDAQ Financial 100 indices.

To review our Benefits Summary click here.

 

Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.

 

It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC