About The Position

Amegy Bank is seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker) to join their team at the Westlake / Austin, TX branch. This role involves engaging clients, identifying financial needs, and offering solutions to strengthen relationships and drive revenue. The ideal candidate is customer-focused with a proven ability to build relationships and drive sales. This position offers growth opportunities and plays a key role in creating outstanding customer experiences. The bank encourages individuals passionate about community impact, teamwork, and helping others achieve financial goals to apply.

Requirements

  • High school diploma or equivalent required.
  • Minimum of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role.
  • Proven experience in relationship-driven sales with the ability to identify opportunities, meet targets, and cross-sell banking products.
  • Strong communication and interpersonal skills, with the ability to engage clients through meaningful conversations, uncover financial needs, and build trust to deepen relationships and drive sales.
  • Knowledge of consumer lending processes and ability to guide clients through loan applications.
  • Broad understanding of banking products, including deposits, loans, credit cards, and investment solutions.
  • Effective negotiation and influencing skills to recommend appropriate financial solutions.
  • Strong problem-solving abilities to address client needs, resolve issues, and handle inquiries.
  • Detail-oriented with strong organizational, multitasking, and prioritization skills in a fast-paced environment.
  • Proficiency in basic math, computer applications, and banking systems/software.
  • Ability to obtain and maintain NMLS registration in compliance with SAFE Act requirements.

Nice To Haves

  • Experience in Teller operations and new account servicing preferred.

Responsibilities

  • Lead sales discovery and client relationship management efforts by conducting financial needs assessments and recommending tailored banking products and solutions.
  • Build and manage client relationships while proactively generating business through outbound outreach, sales calls, in-branch engagement, and ongoing service support.
  • Promote and cross-sell bank products and services, identifying referral opportunities (including commercial lending) and ensuring timely follow-up.
  • Open and service accounts, issue ATM cards, and originate/close consumer loans while addressing client inquiries.
  • Deliver comprehensive, sales-focused banking solutions that drive branch performance while providing exceptional service to new and existing customers.
  • Identify and act on business opportunities to support revenue growth while effectively managing risk.
  • Resolve client concerns promptly through direct resolution or appropriate escalation.
  • Process Teller transactions accurately within authorized limits and handle day-to-day branch service responsibilities.
  • Maintain strict compliance with banking regulations, policies, and security protocols while safeguarding client information.
  • Collaborate with branch leadership to track performance goals and support overall branch operations.

Benefits

  • Medical, Dental, and Vision Insurance (effective day one)
  • Mental health support, including coaching and therapy
  • Life and disability insurance
  • Paid parental leave and adoption assistance
  • Health Savings Account (HSA) and Flexible Spending Account (FSA)
  • 401(k) with company match and profit sharing
  • Paid Time Off (PTO), paid training, and 11 paid Federal holidays
  • Tuition reimbursement
  • Employee Ambassador preferred banking products
  • Competitive compensation based on experience
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