Branch Relationship Banker (Personal Banker) | Bitters San Antonio, TX

Branch Relationship Banker (Personal Banker)

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 BankHere, you grow.

We are seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker) to join our team at our Bitters (San Antonio, TX) branch. In this role, you will engage clients, uncover financial needs, and deliver solutions that strengthen relationships and drive revenue. The ideal candidate is customer-focused and has a proven track record of building relationships and driving sales.

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!

Key Responsibilities:

• Lead sales discovery and client relationship management efforts by conducting financial needs assessments and recommending tailored banking products and solutions
• Build and manage client relationships while proactively generating business through outbound outreach, sales calls, in-branch engagement, and ongoing service support
• Promote and cross-sell bank products and services, identifying referral opportunities (including commercial lending) and ensuring timely follow-up
• Open and service accounts, issue ATM cards, and originate/close consumer loans while addressing client inquiries
• Deliver comprehensive, sales-focused banking solutions that drive branch performance while providing exceptional service to new and existing customers
• Identify and act on business opportunities to support revenue growth while effectively managing risk
• Resolve client concerns promptly through direct resolution or appropriate escalation
• Process Teller transactions accurately within authorized limits and handle day-to-day branch service responsibilities
• Maintain strict compliance with banking regulations, policies, and security protocols while safeguarding client information
• Collaborate with branch leadership to track performance goals and support overall branch operations

Required Qualifications:

• High school diploma or equivalent required
• Minimum of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role
• Proven experience in relationship-driven sales with the ability to identify opportunities, meet targets, and cross-sell banking products
• Strong communication and interpersonal skills, with the ability to engage clients through meaningful conversations, uncover financial needs, and build trust to deepen relationships and drive sales
• Knowledge of consumer lending processes and ability to guide clients through loan applications
• Broad understanding of banking products, including deposits, loans, credit cards, and investment solutions
• Effective negotiation and influencing skills to recommend appropriate financial solutions
• Strong problem-solving abilities to address client needs, resolve issues, and handle inquiries
• Experience in Teller operations and new account servicing preferred
• Detail-oriented with strong organizational, multitasking, and prioritization skills in a fast-paced environment
• Proficiency in basic math, computer applications, and banking systems/software
• Ability to obtain and maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements

Work Schedule:

• MondayFriday, 8:00 AM 5:00 PM
• Saturday, 9:00 AM 1:00 PM

This is a full-time role (40 hours per week). A flexible schedule within the hours listed is required.

Employee Benefits:

• Medical, Dental, and Vision Insurance (effective day one)
• Mental health support, including coaching and therapy
• Life and disability insurance
• Paid parental leave and adoption assistance
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• 401(k) with company match and profit sharing
• Paid Time Off (PTO), paid training, and 11 paid Federal holidays
• Tuition reimbursement
• Employee Ambassador preferred banking products
• Competitive compensation based on experience

Amegy Bank is a division of Zions Bancorporation (ZION), which is listed on the S&P 500 and NASDAQ Financial 100 indices.