Private Banking Relationship Manager - Houston, TX
Amegy Bank
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 Private Banking Relationship Manager to join our team in Houston, TX . This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals. Essential Functions Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Qualifications 10+ years of related Private Banking experience and in a client facing, relationship management role. Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Solid interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Computer skills including word processing and spreadsheet software. Local candidates preferred. 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 #J-18808-Ljbffr Amegy Bank
$23 per hour
...Personal Banker – To $23/hr – Houston, TX – Job # 3687B Who We Are The Symicor Group is a... ...around providing the very best available banking and accounting talent. In fact, most of... ...functions while maintaining positive relationships with coworkers and customers. The opportunity...SuggestedHourly payLocal area$70k
...Personal Banker – To $70K – Houston, TX – Job # 3561 Who We Are The... ...centers around providing top banking and accounting talent. Most... ...functions and maintain positive relationships with coworkers and customers... ...) Responsibilities include: Manage customer bank accounts; open...Suggested- Overview Relationship Banker - Fort Bend Southwest-Houston, TX Join to apply for the Relationship Banker role at JPMorganChase... ...hospitality, using the latest banking solutions and financial... ...will take a lead role in acquiring, managing, and retaining meaningful relationships...SuggestedAfternoon shift
- Relationship Banker- Houston Gulf Coast - Houston, TX Join to apply for the Relationship Banker- Houston Gulf Coast - Houston... ...a Relationship Banker in Branch Banking, you will take a lead role in... ...Chase customers. You will acquire, manage, and retain meaningful...SuggestedFull timeImmediate startAfternoon shift
- Overview At Amegy Bank, people and culture are at the heart of... ..., high-performing, relationship-driven Branch Relationship Banker... ...team at our Esperson (Downtown Houston, TX) branch . In this role, you... ...discovery and client relationship management efforts by conducting...SuggestedFull timeMonday to FridayFlexible hours
- ...Location: FCB Fry Rd. HEB, 1550 Fry Rd., Houston, Texas, United States Position Type: Full... ...established policies in accordance with the bank and supervisor’s direction Achieve... ...production targets as assigned by upper management Process deposits and payouts accurately,...Full timeWork experience placementWork at officeImmediate startFlexible hoursAfternoon shift
$70k
Personal Banker – To $70K – Houston, TX – Job # 3561 Who We Are The... ...the very best available banking and accounting talent. In fact... ...while maintaining positive relationships with coworkers and customers... ...responsibilities include: ~Manage customer bank accounts; open...Work at office- ## Financial Wealth Advisor - Houston TXApplylocations: TX-Houstontime type: Full timeposted on: Posted... ...their whole selves to work.Wealth Management Financial AdvisorThe Wealth Management... ...book where the advisor can build relationships that will help clients plan for their...Full timeWork at officeLocal areaImmediate startWork from homeRelocation
- ## Financial Consultant - Houston, TX (Champion Forest)Applylocations: 5322 FM 1960 Rd West, Houston TXtime type: Full timeposted on:... ...sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is...Full timeWork at office
$70k - $85k
Financial Planning Associate - Houston, TX The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. We are looking for a professional who combines strong analytical skills with a client-focused mindset...Full timeInternshipWork at office$170k - $210k
...Senior Wealth Advisor (Houston, TX) Join us and help families amplify and simplify their... ...Wealth Advisor focuses on deepening relationships with an established base of high net worth... ...and a team of experts in portfolio management, financial planning, tax, estate...Temporary workWork at officeRemote workMonday to Friday- ...join our team working onsite at our client's office located in Houston, TX. We work with companies that offer environments for our... ...process driven individual. Experience of working in a remotely managed environment is a bonus. Responsibilities: Coordinating and...Contract workCurrently hiringWork at officeRemote workMonday to FridayFlexible hours
- ...Group, Inc. is seeking a dedicated Personal Banker in Houston, TX to enhance customer relationships and manage their financial wellbeing. This role emphasizes... .... Applicants should have 3+ years of experience in banking, excellent communication skills, and a focus on customer...Work at office
- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...customers in the Branch. You will manage their complete banking...Immediate startAfternoon shift
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- Senior Private Wealth Banker Senior Private Wealth Banker is primarily... ..., Brokerage, Investment management, Trust and Insurance... ...key and strategic customer relationships. Develop and execute tailored... ...related experience in credit/banking and/or 8-10 years of equivalent...
- ...feel welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...Responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach...Immediate startAfternoon shift
- ...and employees and building lasting relationships, doing the right thing, exceeding... ...tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...customers in the branch. You will manage their complete banking...Immediate startAfternoon shift
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology... ...will take a lead role in acquiring, managing, and retaining meaningful relationships...Immediate startAfternoon shift
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- PNC is seeking a Personal Banker in Houston, TX, focusing on growing the branch customer base and delivering excellent customer experiences. The role emphasizes proactive sales, service delivery, and collaboration with partners to increase share of wallet. The candidate...
- Overview Position Summary The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. Providing high-quality customer service and a positive banking experience for all customers is essential in this role. The Personal...Work at officeFlexible hours
- ...Job Title Private Client Banker in Branch Banking Job Description You have a passion for taking care... ...and valued by building lasting relationships, doing the right thing, exceeding... ...customers in the Branch. You will manage their complete banking relationship...Afternoon shift
- 1 day ago Be among the first 25 applicants Location HOUSTON Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want...Full time
- ...-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region... ...participates in E‑Verify and complies with federal employment eligibility verification requirements. #J-18808-Ljbffr Houston DoseTemporary workLocal areaMonday to Friday
$55k - $75k
...or incumbent financial firms. Manages moderate dollar volume and... ...territory to establish and build relationships for member growth and... ...practices, financial markets, banking, analysis, and reporting of financial... ...Plaza Mall Space 1, Houston, Texas 77096 Total Cash Compensation...Local areaMonday to Friday$70k
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- J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX Houston, TX, United States On behalf of J.... ...building and maintaining client relationships through processing requests,... .... JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies...
- At Amegy Bank, people and culture are at the heart of everything... ...for a seasoned Portfolio Manager to join our Commercial Lending... ...at Northwest Crossing in Houston, TX . This role will focus on managing... ...a portfolio of loan relationships. Responsible for spreading and...Work experience placementLocal areaFlexible hours
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