Business Banking Relationship Manager – Pearland, TX
About The Position
Amegy Bank is seeking a Business Banking Relationship Manager in Pearland, Texas, to develop and manage relationships with business customers generating approximately $3 million to $20 million or more in annual revenue. The role focuses on growing, retaining, and expanding an existing portfolio of for-profit and nonprofit businesses, while sourcing new customers through referrals and developing opportunities that support portfolio growth. The Relationship Manager acts as a trusted advisor, recommending appropriate solutions to meet clients’ objectives and understanding the full scope of assigned customers’ business and personal financial needs. The position is accountable for regional and product revenue goals and for meeting performance measures established by the Business Banking Area Manager. The manager builds an in-depth profile and relationship plan for each assigned client, visits client locations every six months, and develops new acquisitions within the assigned banking center through centers of influence such as CPAs, attorneys, and existing clients. Client requests are handled directly or referred to the appropriate resource. Other duties may be assigned.
Requirements
- Typically requires a bachelor’s degree and 2 or more years of directly related experience.
- Broad application of principles, theories, and concepts in the applicable discipline, plus extensive knowledge of related fields.
- Extensive knowledge of sales techniques, 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 banking solutions as a trusted advisor to meet clients’ objectives.
- Meet assigned revenue goals for the region and products.
- Gain complete knowledge of assigned customers’ business and personal financial needs.
- Visit client locations every six months.
- Complete an in-depth profile of each assigned client and develop and manage a relationship plan for each client.
- Develop and drive new acquisitions within the assigned banking center through centers of influence, including CPAs, attorneys, and existing clients.
- Handle 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
- Adoption assistance
- Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts
- Paid training
- Paid time off (PTO)
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
