Business Banking Relationship Manager – Amegy on Main/ Downtown Houston, TX

Zions Bancorporation • Houston, TX

5d • Onsite

About The Position

Amegy Bank is seeking a Business Banking Relationship Manager in Houston, Texas, to develop and manage relationships with businesses generating approximately $3 million to $20+ million in annual revenue. The role includes managing and expanding an existing portfolio of for-profit and nonprofit customers, sourcing new customers through referrals, and identifying opportunities to grow the portfolio. The Relationship Manager acts as a trusted advisor, recommending appropriate solutions that meet clients’ objectives and building a detailed understanding of their business and personal financial needs.

The role is based at Amegy on Main in Downtown Houston. The Relationship Manager develops and maintains in-depth client profiles and relationship plans, visits client locations every six months, and drives new customer acquisitions through banking-center relationships and centers of influence. The position also handles or refers client requests, meets regional revenue goals and established key performance measures, and performs other duties as assigned.

Requirements

• Bachelor’s degree and typically 2 or more years of directly related experience.
• Broad application of principles, theories, and concepts in the applicable discipline, along with extensive knowledge of related fields.
• Extensive knowledge of sales techniques and banking products and services.
• Excellent customer service, negotiation, and PC skills.

Responsibilities

• Grow, retain, and expand a portfolio of existing Business Banking customers, including for-profit and nonprofit relationships.
• Source new customers through referrals and develop opportunities that drive portfolio growth.
• Recommend appropriate solutions to clients as a trusted advisor to meet their objectives.
• Meet assigned revenue goals for the region and products.
• Gain a complete understanding of assigned customers’ business and personal financial needs.
• Visit client locations every six months.
• Complete an in-depth business profile for each assigned client and develop and manage a relationship plan.
• Develop and drive new acquisitions within the assigned banking center through centers of influence, such as CPAs, attorneys, and existing clients.
• Meet client requests directly or refer them to the appropriate resource.
• Meet or exceed key performance measures established by the Business Banking Area Manager, including portfolio growth, revenue and profitability, retention, and customer satisfaction.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision insurance starting day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health Savings Account, Flexible Spending Account, and dependent care accounts.
• Paid training.
• Paid time off.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level