Business Banking Relationship Manager – Pearland, TX

Zions Bancorporation•Pearland, TX

About The Position

Amegy Bank is seeking a Business Banking Relationship Manager in Pearland, Texas, to develop and manage relationships with businesses generating approximately $3 million to $20+ million in annual revenue. The role focuses on growing and retaining an existing customer portfolio, acquiring new customers, and recommending banking solutions that meet clients’ objectives. The Relationship Manager manages assigned client relationships and works toward regional revenue and performance goals.

Requirements

Bachelor’s degree typically required.
At least 2 years of directly related experience typically required.
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 organizations.
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.
Develop 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 for each client.
Develop and drive new customer acquisitions within the assigned banking center through centers of influence, including CPAs, attorneys, and existing clients.
Address 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.