Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX

Zions Bancorporation • Bellaire, TX

4d • Onsite

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.
We are looking for a Client Relationship Associate to join our Commercial Lending team in Sugar Land or Bellaire, TX. Our Commercial team is dedicated to providing exceptional service and tailored financial solutions to our clients.

Requirements

• Requires a High School degree or equivalent and 4+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.
• 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.
• Strong interpersonal, customer service and communications skills, both verbal and written.
• Strong organizational skills.
• Ability to respond to inquiries in a timely manner.
• Ability to process, audit and review client information.
• 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.
• Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization

Nice To Haves

• Spanish (written/oral) proficiency preferred

Responsibilities

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

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 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
• Education Level: High school or GED