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Business Banking Relationship Manager
Zions Bancorporation
Fort Worth, TX, United States
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Description
Amegy Bank, one of Houston’s largest community banks, is looking for experienced Business Banking Relationship Managers with a talent and passion for business prospecting and client relationship development. Be a part of our growth in Dallas-Fort Worth's booming economy!
Top candidates will have a business savvy within our Dallas-Fort Worth markets and its neighboring communities. This position manages the sales and service functions with our existing and newly prospected business clients.
Ideal candidates will have the skills and experience necessary to:
• Grow, retain and expand a portfolio of existing Business Banking customers. Responsible for sourcing new customers through referrals.
• Develop and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, Attorneys, and existing client base.
• Recommend the appropriate solutions to clients as a trusted advisor to meet the clients objectives.
• Meet assigned revenue goal for region and products.
• Gain complete knowledge of the business and personal financial needs of assigned customers.
• Visit client locations.
• Build knowledge with each assigned client by completing an in depth profile of business and develop/manage a relationship plan for each client.
• Ensure client requests are met by handling them directly and/or referring to appropriate resource.
• Meet or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
• Other duties as assigned.
Qualifications
What you need to bring to the table:
A Bachelor’s degree in a related field and a minimum 2+ years experience in business banking, business development, banking operations, and/or other directly related experience is highly preferred. A combination of education and experience may meet requirements.
• Working knowledge of sales techniques and services, banking products and procedures, consumer and commercial credit structuring.
• Strong sales, client product and relationship management skills.
• Strong credit analysis skills in commercial lending highly preferred.
• Must demonstrate knowledge in one or more of the following areas: personal cash flow, financial accounting, commercial loans to small businesses and tax analysis.
• Must have demonstrated interpersonal communication skills and commitment to a high degree of service quality.
• Knowledge of client contact areas of the Bank including investments, trust, commercial lending, and mortgage.
• Must be independent and display sound judgment.
• Intermediate word processing and spreadsheet software experience is required.