Senior Branch Relationship Banker (Senior Personal Banker) | Monticello Avenue – Dallas, TX

Amegy Bank•Dallas, TX

3d•Onsite

About The Position

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow. We are seeking a seasoned, results-driven, and client-focused professional to join our team as a Senior Branch Relationship Banker (Senior Personal Banker) at our Monticello Avenue (Dallas, TX) branch. In this role, you’ll serve as a trusted advisor, deepen client relationships, provide personalized financial guidance, and recommend tailored banking solutions. The ideal candidate is an experienced banking professional with strong relationship management skills and a proven track record of driving growth and achieving sales goals. This position offers exciting opportunities for growth while playing a key part in creating outstanding customer experiences. If you are passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we encourage you to apply!

Requirements

High school diploma or equivalent required
Minimum of 4 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role
Proven success in relationship-based sales, business development, and achieving performance goals
Strong consultative sales and relationship management skills, with the ability to identify client needs and recommend tailored financial solutions
Excellent communication and interpersonal skills, with the ability to build trust and deepen client relationships
Knowledge of consumer lending products and processes, including loan origination and application support
Comprehensive understanding of retail banking products and services, including deposits, loans, credit cards, and investment referrals
Strong problem-solving, negotiation, and client service skills with the ability to resolve complex customer needs
Experience with teller transactions, account opening, and account servicing functions preferred
Strong organizational, technical, and multitasking skills, with the ability to maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements

Responsibilities

Lead consultative sales conversations by assessing client needs and recommending tailored financial solutions
Build, deepen, and manage client relationships through proactive outreach, business development, and ongoing service excellence
Identify cross-sell and referral opportunities, partnering with internal experts to deliver comprehensive banking solutions
Open and service deposit accounts, issue debit cards, and originate consumer loans while providing exceptional client support
Deliver personalized banking solutions that drive client satisfaction, portfolio growth, and branch performance
Develop new business and expand existing relationships through outbound calling, networking, and customer engagement
Serve as a trusted advisor to consumer and small business clients, providing expert financial guidance
Resolve complex client concerns promptly, ensuring a positive and seamless banking experience
Process transactions accurately and efficiently while supporting daily branch operations as needed
Maintain compliance with all regulatory requirements, bank policies, and security standards while safeguarding client information