Branch Relationship Banker

2 months ago

Katy, 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 looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Cinco Ranch-Mason Road / Katy, TX financial center. If you are passionate about being part of a community, being a team player, and helping others 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 branch/financial 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 branch/financial 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 relationship 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 branch goals
  • Perform other duties as assigned

Qualifications:

  • High school diploma or equivalent
  • 2+ years' experience in banking, sales, teller, new accounts, loan processing 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 banking and sales experience preferred
  • Meeting sales goals and/or sales referral goals experience preferred
  • Proficient knowledge of mathematical calculations and standard banking products, services, and transactions
  • Strong knowledge of all retail products and services
  • Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written
  • Effective selling, cross-selling, and referral skills
  • Strong problem-solving and negotiation skills
  • Strong attention to detail and time management
  • Proficient in basic computer skills

Hours of Work:

  • Days and hours of work are Monday through Friday; 8:15 a.m. to 5:30 p.m., and Saturday; 8:45 a.m. to 1:15 p.m.

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

  • Customer Relationship Banker

    4 days ago

    Katy, Texas, United States BankTalent HQ Full time

    About Us: At BankTalent HQ, we prioritize our people and culture, recognizing that our success is built on a diverse and inclusive team. We believe that everyone counts, and this philosophy is integral to our operations. Position Overview: We are seeking an experienced Branch Relationship Banker to deliver exceptional customer service to our clients. This...

  • Relationship Banker II

    3 weeks ago

    Katy, Texas, United States tapwage Full time

    OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...

  • Branch Office Administrator

    2 weeks ago

    Katy, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Personal Banking Specialist

    4 days ago

    Katy, Texas, United States BankTalent HQ Full time

    At BankTalent HQ, our commitment to fostering a diverse and inclusive environment is paramount. We believe that our success in serving clients stems from the varied backgrounds and experiences of our team members. We are currently seeking an experienced Branch Relationship Banker to deliver exceptional customer service to our clientele. Key Responsibilities:...

  • Personal Banker

    3 days ago

    Katy, United States First Convenience Bank Full time

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.* Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management*...

  • Personal Banking Specialist

    4 days ago

    Katy, Texas, United States BankTalent HQ Full time

    About Us: At BankTalent HQ, we prioritize our people and culture, understanding that our success is rooted in a diverse and inclusive environment. We believe that every individual contributes to our mission of delivering exceptional service to our clients. Position Overview: We are seeking an experienced Branch Relationship Banker to deliver outstanding...

  • Personal Banker

    3 weeks ago

    Katy, United States PROSPERITY BANK Full time

    Job DescriptionJob DescriptionPOSITION PURPOSEResponsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and...

  • Administrative Assistant

    5 months ago

    Katy, United States InterLinc Mortgage Full time

    Summary /Objective The Administrative Assistant assists the Branch Manager with carrying out duties for the day-to-day operations of office to aid in its continued growth and development. Essential Duties Reasonable accommodations may be made to enable individuals with disabilities to carry out essential functions. Assists in managing regional...

  • Office Coordinator

    3 days ago

    Katy, Texas, United States InterLinc Mortgage Full time

    Position: Branch Operations Assistant at InterLinc MortgageOverviewThe Branch Operations Assistant plays a crucial role in supporting the Branch Manager with daily administrative tasks, ensuring the efficient operation of the office and contributing to the overall success of the organization.Oversees the processing of regional invoice paymentsManages...

  • Office Coordinator

    3 days ago

    Katy, Texas, United States InterLinc Mortgage Full time

    Position: Branch Operations Assistant at InterLinc MortgageOverviewThe Branch Operations Assistant plays a crucial role in supporting the Branch Manager with daily administrative tasks, ensuring the efficient functioning of the office and aiding in the company's overall development.Oversees regional invoice processingManages scheduling, travel arrangements,...

  • Financial Representative

    2 months ago

    Katy, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...

  • Financial Services Representative

    4 days ago

    Katy, Texas, United States PROSPERITY BANK Full time

    Job OverviewPOSITION OBJECTIVEThe role entails providing a wide range of financial services, including the initiation and closure of accounts, renewing time deposits, and assisting clients with inquiries, account management, and issue resolution. Additionally, in partnership with the Teller Supervisor, the position involves training and motivating lobby...

  • Customer Service Specialist II

    3 days ago

    Katy, Texas, United States Tellus Equipment Solutions Full time

    Job OverviewKey Responsibilities:• Serve as a primary resource for information and training for new Customer Support Representatives.• Act as the main contact for clients, addressing inquiries and concerns in a timely and professional manner.• Inform clients about product features and advantages to enhance sales and customer satisfaction.• Conduct...

  • Customer Support Representative II

    3 weeks ago

    Katy, United States Tellus Equipment Solutions Full time

    Job DescriptionJob DescriptionMajor Responsibilities May Include:• Act as a go to for information and training of new hire CSR’s• Serve as the primary point of contact for customers, addressing inquiries and concerns promptly and professionally.• Educate customers about features and benefits of products to improve product related sales and customer...

  • External Mortgage Loan Originator

    3 months ago

    Katy, United States American Neighborhood Mortgage Acceptance Company LLC Full time

    Job DetailsJob Location 4663 Katy - Katy, TX Position Type Full Time Education Level High School Travel Percentage Road Warrior Job Category Sales Description AnnieMac Home Mortgage is looking to hire Full Time External Mortgage Loan Originators to establish referral source relationships for a steady flow of loan volume from real estate brokers and other...

  • Associate Financial Representative

    2 weeks ago

    Katy, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Southeast Texas Office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...

  • Supervisor Warehouse, Shipping

    2 months ago

    Katy, United States Sonepar Full time

    Your next career opportunity At Crawford, the #1 electrical distributor across Texas and Louisiana, successful associates drive and promote our mindset of Adapt, Dare and Learn. We are focused on building customer centric strategies, inspiring, empowering, and developing our associates who adapt to change and drive and deliver results. Stay up to...

  • Production Technician

    4 days ago

    Katy, Texas, United States Sonepar Full time

    Your next career opportunity At Sonepar, a leading electrical distributor, our successful team members embody our core values of Adapt, Dare, and Learn. We prioritize customer-focused strategies and are dedicated to inspiring, empowering, and developing our associates who embrace change and drive results. Position: Production Technician Location: Not...

  • Return Goods Coordinator II

    2 months ago

    Katy, United States Sonepar Full time

    Are you ready for your next career opportunity? At Cooper Electric successful associates drive our mindset of adapt, dare, and learn. Our associates are encouraged to lead innovation, embrace technology-driven solutions, and thrive in an environment that promotes personal and professional growth. You will be empowered to create best-in-class business...