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Full-Time Relationship Banker

California Bank & Trust

Retail Banking Personal Banker At Amegy Bank, people and culture are at the heart of everything we do. "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. 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!

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

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

Experience in teller operations and new account servicing preferred

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

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. Medical, Dental, and Vision Insurance (effective day one)

Mental health support, including coaching and therapy

Life and disability insurance

Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

Paid Time Off (PTO), paid training, and 11 paid Federal holidays

Tuition reimbursement

Employee Ambassador preferred banking products

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

Vacancy posted 2 days ago
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