About The Position

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Amegy Bank, a division of Zions Bancorporation, N.A., is seeking a Client Relationship Associate - Spanish fluency required in Houston, TX to join our International Banking team. International Banking is a full-service lending group with expertise in financing solutions focused on exporters, importers, U.S. subsidiaries of foreign parent companies, and international corporates.

Requirements

  • Requires a High School degree or equivalent and 2+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience.
  • A combination of education and experience may meet job requirements.
  • Strong interpersonal, customer service and communications skills, both verbal and written.
  • Strong organizational skills.
  • Working knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.
  • Ability to respond to inquiries in a timely manner.
  • Solid problem resolution skills.
  • Ability to create and pull reports.
  • Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
  • Working knowledge of various word processing and spreadsheet software.
  • Spanish (written/oral) proficiency required
  • Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization

Responsibilities

  • Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing.
  • Open and close accounts.
  • Obtain missing information such as signature cards, financial statements, insurance, etc.
  • Assist customers with questions, preparing desk files and maintenance of all automated reports, etc.
  • Support Relationship Managers in the daily management of their loan portfolios.
  • Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow.
  • Process loan renewals and changes in terms as related to the Relationship Managers’ portfolios.
  • Determine if documents provided meet the bank’s requirements.
  • Process and compile monthly production reports.
  • Manage exceptions including loan collateral, financial reporting and depository related exceptions.
  • Assist with loan processing, closing, and monitoring while providing quality customer service.
  • Other duties as assigned.

Benefits

  • Medical, Dental and Vision Insurance – START DAY ONE!
  • Life and Disability Insurance
  • Paid Paternal Leave
  • Adoption Assistance
  • Health Savings (HSA)
  • Flexible Spending (FSA)
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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