Branch Relationship Banker (Personal Banker) | The Woodlands, TX

Amegy Bank•The Woodlands, TX

3d•Onsite

About The Position

Amegy Bank is seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker) for its Woodlands, Texas branch. The role engages clients, uncovers their financial needs, and recommends banking solutions that strengthen relationships and contribute to revenue and branch performance. The banker builds and manages client relationships through in-branch engagement, outbound outreach, sales calls, and ongoing service, while delivering exceptional experiences to new and existing customers. The position combines sales, account servicing, consumer lending, teller operations, and client support. The banker must identify business and referral opportunities, manage risk, resolve client concerns, follow banking regulations and security protocols, and collaborate with branch leadership to support branch goals and operations. The role is full-time, 40 hours per week, with a flexible schedule within the listed hours: Monday–Friday, 8:45 a.m.–5:15 p.m., and Saturday, 8:45 a.m.–1:15 p.m.

Requirements

High school diploma or equivalent.
At least 2 years of banking experience.
Proven relationship-driven sales experience, including identifying opportunities, meeting targets, and cross-selling banking products.
Strong communication and interpersonal skills to engage clients, uncover financial needs, build trust, 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 orientation and strong organizational, multitasking, and prioritization skills in a fast-paced environment.
Proficiency in basic math, computer applications, and banking systems or software.
Ability to obtain and maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements.
Ability to work a flexible schedule within the listed hours, including Saturdays.

Nice To Haves

Experience in a universal banker, personal banker, or comparable retail banking role.
Experience in teller operations and new account servicing.

Responsibilities

Conduct financial needs assessments and recommend tailored banking products and solutions.
Build and manage client relationships through outbound outreach, sales calls, in-branch engagement, and ongoing service support.
Promote and cross-sell bank products and services, identify referral opportunities including commercial lending, and ensure timely follow-up.
Open and service accounts, issue ATM cards, originate and close consumer loans, and address client inquiries.
Deliver sales-focused banking solutions that support branch performance and provide 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 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.