Branch Relationship Banker (Personal Banker)
Amegy Bank
Retail Banking Personal Banker Amegy Bank 070638 Requisition # 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 an experienced and highly motivated Bilingual Branch Relationship Banker (Personal Banker) for our Bellaire, TX banking center . The ideal candidate will be customer-focused and have a proven track record of building relationships and driving sales. You will be responsible for providing top-tier service and promoting our financial products. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you’re passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we’d love to hear from you! Key Responsibilities Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow‑up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long‑term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. 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. Experience in teller operations and new account services is highly preferred. Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross‑selling banking products and services to meet client needs. Strong problem‑solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast‑paced environment. Proficient in basic mathematics and computer applications, with hands‑on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. #J-18808-Ljbffr Amegy Bank
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