Branch Relationship Banker

4 weeks ago

Plano, United States BankTalent HQ Full time

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.

We are currently seeking a dynamic and customer-focused individual to join our team as a Branch Relationship Banker (Personal Banker) to service our clients and customers at our Willow Bend Banking Center in Plano, TX. In this role, you will provide exceptional customer service, promote bank products and services, and achieve sales targets.

If you are passionate about being part of a community, being a team player, and helping other reach their financial goals, then we are interested in speaking with you

Essential Functions:

  • Provide full-service banking services to new and existing customers within the banking center, with a primary focus on sales and service.
  • Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
  • Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
  • Execute the sales discovery process and manage customer relationships.
  • Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
  • Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
  • Execute inside/outside sales calls to prospects and established customers.
  • Establish, expand, and maintain strong customer relationships by providing extensive, personalized service focused on specific needs of each banking customer.
  • Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
  • Perform all duties in compliance with laws, regulations, and bank policies and procedures.
  • Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
  • Adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
  • Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
  • Perform other duties as assigned.
Qualifications:
  • High school diploma or equivalent required.
  • Minimum of 3 years of experience in customer service, banking, new accounts, sales, or other directly related experience.
  • Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.
  • Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.
  • Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.
  • Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.
  • Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
  • Proficiency in basic math and computer skills, including knowledge of banking software and systems.
Hours:
  • Monday through Friday: 8:15 AM to 5:30 PM
  • Saturday: 8:15 AM to 1:30 PM
This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.

Benefits:

At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
  • 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 and Profit Sharing.
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.
  • Competitive compensation in line with work experience.


Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.

  • Branch Relationship Banker

    3 days ago

    Plano, United States BankTalent HQ Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Branch Relationship Banker

    4 weeks ago

    Plano, United States BankTalent HQ Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Branch Relationship Banker

    1 month ago

    Plano, TX, United States Amegy Bank Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Relationship Banker

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training...

  • Relationship Banker

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training...

  • Relationship Banker

    3 weeks ago

    Plano, Texas, United States BankTalent HQ Full time

    Job Title: Relationship BankerAbout Us:At Amegy Bank, we prioritize diversity and inclusion. Our mission is to deliver exceptional customer service while fostering a culture of growth and innovation. We're committed to supporting the financial well-being of our clients, communities, and employees.About the Role:We're seeking an experienced Banking Services...

  • Client Relationship Banker

    1 week ago

    Plano, Texas, United States BankTalent HQ Full time

    Job Description**About the Role**: As a Client Relationship Banker at BankTalent HQ, you will be responsible for providing exceptional customer service and promoting bank products and services to our clients in Plano, TX. You will work closely with customers to understand their financial needs and make recommendations on banking solutions. **Key...

  • Client Engagement Banker

    3 weeks ago

    Plano, Texas, United States Bank of America Full time

    **Job Title:** Client Engagement BankerWe are seeking a skilled and customer-focused individual to join our team as a Client Engagement Banker. In this role, you will be responsible for managing client relationships, identifying business opportunities, and delivering exceptional client experiences.Key Responsibilities:Engage clients in the lobby to educate...

  • Personal Banker Team Lead

    3 weeks ago

    Plano, Texas, United States BankTalent HQ Full time

    About the Role:As a Personal Banker Team Lead at BankTalent HQ, you will be responsible for managing a team of relationship bankers and providing exceptional customer service to our clients. Your expertise in banking products and services, combined with your leadership skills, will enable you to drive sales growth and build strong relationships with our...

  • Commercial Banker- Middle Market Banking- Vice President

    16 hours ago

    Plano, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our...

  • Commerical Banker- Middle Market Banking- Vice President

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a...

  • Commerical Banker- Middle Market Banking- Vice President

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a...

  • Branch Leadership Role

    2 weeks ago

    Plano, Texas, United States UNIFY Talent Acquisition Full time

    Company OverviewUNIFY Financial Credit Union is a leading financial institution with a strong reputation for excellence. As one of the nation's largest credit unions, we strive to provide superior service to our members while promoting a culture of inclusivity, belonging, and fairness.SalaryThe estimated salary for this role is $32.27 per hour, competitive...

  • Branch Operations Supervisor

    2 weeks ago

    Plano, Texas, United States Lawn Tech Full time

    Branch Operations SupervisorLawn Tech is looking for an experienced Branch Operations Supervisor to oversee the daily operations of our branch, ensuring efficient workflows and excellent customer service.About Our Company:We are committed to delivering exceptional lawn care services, maintaining high-quality standards, and fostering strong relationships with...

  • Branch Operations Lead

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and...

  • Branch Operations Lead

    4 weeks ago

    Plano, United States JPMorganChase Full time

    JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and...

  • Customer Relationship Manager

    1 week ago

    Plano, Texas, United States THIRD COAST BANK Full time

    Job DescriptionTHIRD COAST BANK is seeking a Customer Relationship Manager to join its team. As a manager, you will be responsible for building and maintaining relationships with customers, identifying opportunities for cross-selling, and ensuring seamless customer experiences. This role is an excellent opportunity for individuals who enjoy working in a...

  • Private Wealth Banker

    1 day ago

    Plano, United States BOK Financial Full time

    Req ID: 75835 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 02/03/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

  • Business Banker II

    4 days ago

    Plano, United States Frost Bank Full time

    Job Description It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than...

  • Supervisor of Operations

    2 weeks ago

    Plano, Texas, United States UNIFY Talent Acquisition Full time

    About UsUNIFY Financial Credit Union is committed to providing exceptional service to our members while fostering a positive and rewarding work environment for our team members. Our goal is to promote learning, growth, and teamwork throughout the organization.SalaryThe estimated annual salary for this position is approximately $67,400, based on the hourly...