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

Amegy Bank • Houston, TX

20d

About The Position

Amegy Bank is seeking a Business Banking Relationship Manager in Houston, Texas, focused on developing and managing relationships with businesses generating approximately $3 million to $20+ million in annual revenue. The role involves growing, retaining, and expanding an existing portfolio of business banking customers in both the for-profit and nonprofit sectors, while sourcing new customers through referrals and other opportunities. The Relationship Manager serves as a trusted advisor, recommending solutions aligned with client objectives and meeting assigned regional and product revenue goals.

The position requires understanding assigned customers’ business and personal financial needs, visiting client locations every six months, completing in-depth business profiles, and developing and managing relationship plans. The manager develops new acquisitions within the assigned banking center through centers of influence, including CPAs, attorneys, and existing clients. The role also ensures client requests are handled directly or referred to the appropriate resource and meets or exceeds established performance measures for portfolio growth, revenue and profitability, retention, and customer satisfaction. Other duties may be assigned.

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, 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 solutions as a trusted advisor to meet clients’ objectives.
• Meet assigned revenue goals for the region and products.
• Develop 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’s business 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.
• Handle client requests directly or refer them to the appropriate resource.
• Meet or exceed established Key Performance Measures, including portfolio growth, revenue and profitability, retention, and customer satisfaction.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision insurance beginning on the first day.
• 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