Private Banking Relationship Manager - Dallas, TX
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.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
We are looking for a seasoned Private Banking Relationship Manager in Dallas, TX . 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 :
- Act as the principal account and relationship manager for new and existing clients.
- Focus on generating, managing, and servicing 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, commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Maintain a high level of client satisfaction.
- Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions.
- Call on existing relationships to review portfolios and make recommendations as needed.
- Other duties as assigned.
Qualifications :
Requires a Bachelor's degree and some experience with lending, sales, banking products and services or other directly related experience.
A combination of education and experience may meet requirements.
- 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 skills.
This position will be open until filled.
All candidates, including those with criminal histories, will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO).
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.
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