Relationship Banker
California Bank & Trust
Retail Banking 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), with bilingual skills preferred to join our team at our Bellaire, 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 with a proven track record in 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 Bilingual proficiency in English and Spanish languages is preferred 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: At Amegy Bank, we are committed to supporting your well-being and professional growth. Our comprehensive benefits include: 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 Accounts (HSA) and Flexible Spending Accounts (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.
- Amegy Bank is looking for an experienced Bilingual Branch Relationship Banker for our Bellaire, TX banking center. The role emphasizes exceptional customer service while building relationships and driving sales. Key responsibilities include delivering banking solutions,...SuggestedFull time
- Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Accurately and efficiently processing cash transactions for clients as needed. Having deep conversations with clients to connect them to solutions...Suggested
- ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Duties and Responsibilities Include...SuggestedContract workBank staffWork at officeLocal areaFlexible hoursNight shift
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...SuggestedTemporary workWork experience placementImmediate start
- ...Regions Bank is seeking a Relationship Banker I in Houston, TX, to deliver exceptional customer service on the cash line and by phone. You will process transactions, identify customer needs, and introduce digital banking options like mobile and online access. The role...Suggested
- ...Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service...Night shift
- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$20 - $21 per hour
...commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-...- ...clients to solutions that meet the financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for...Flexible hoursWeekend work
$22 - $25 per hour
...customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. Relationship Banker II (Administrative) People Drive Our Success General Summary Responsible for primarily opening new accounts, cross-selling...Full timeFlexible hoursWeekend work- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Flexible hoursShift workWeekend workDay shift
- ...culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail organization, you will be based in Houston, TX, at the Houston Plaza branch. R227610...Full timeTemporary workPart timeWork experience placementWork at office
- ## Relationship Banker Business SpecialistApplylocations: TX - Sugar Land (77478)time type: Full timeposted on: Posted Todayjob requisition id: R220476# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve...Work experience placementWork at officeShift work
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$23 - $25 per hour
...Senior Relationship Banker Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...- ...their financial goals and connect them with suitable solutions, while upholding risk and regulatory standards. This role emphasizes relationship building, strong service, and operational excellence. The ideal candidate is a motivated self-starter with excellent...
- ## Financial Relationship Banker - Houston FairbanksApplyremote type: Officelocations: Texas (Houston Region)time type: Full timeposted on: Posted Todayjob requisition id: R0073836# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Relationship Banker II ( Copperwood Village Brach ) Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career - a place...Full timeFlexible hours
- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- Regions Bank is seeking a Relationship Banker II in Houston to meet with customers in person and by phone, assess financial needs, and offer Products and guidance to help achieve goals. The role rewards proactive selling and a team-oriented, growth-minded culture. The successful...
- Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service...Work experience placementNight shift
- Huntington Bank in Houston is seeking a Preferred Banker to manage a high-value customer portfolio across branches, driving deposits... ..., lending, investments, and credit management. You will build relationships by proactively identifying financial goals and recommending...
- Huntington Bancshares, Inc. in Houston seeks a Financial Relationship Banker to retain and grow consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services. You will provide excellent...
- Crump Life Insurance Svcs Inc is seeking a dedicated client service professional in Houston, Texas. The role requires providing exceptional service to clients, educating them about digital banking solutions, and supporting sales processes through proactive client engagement...
- A leading financial services firm is seeking a Relationship Banker to join their team in Houston, TX. The ideal candidate will have over one year of sales experience in retail banking and will focus on building strong client relationships. You will provide attentive, personalized...Full time
- A regional financial institution in Sugar Land, Texas is looking for a Relationship Banker. The role involves identifying customer needs, processing various transactions, and achieving sales goals. Candidates should possess a high school diploma and have 2 years of customer...
$20 - $21 per hour
East West Bank is seeking a Relationship Banker in Houston, Texas, to manage and acquire customer relationships while achieving sales goals across various banking products. Ideal candidates will have at least 2 years of customer service and sales experience in the financial...Hourly pay- Chase is seeking a customer-focused Banker to build lasting relationships with clients, understand their financial needs, and tailor solutions across our broad product set. You will engage clients in person and by phone, educate them on digital tools, and collaborate with...
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