Branch Relationship 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 Bank—Here, you grow.

We’re seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Addison Banking Center in Addison, TX. In this role, you’ll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.

This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you’re passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we’d love to connect with you!

Key Responsibilities\:

• Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service.

• Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.

• Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.

• Execute the sales discovery process and manager client relationships.

• Conduct assessments with clients to determine their financial needs and make appropriate recommendations.

• Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.

• Execute inside/outside sales calls to prospects and established clients.

• Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer.

• Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.

• Perform all duties in compliance with laws, regulations, and bank policies and procedures.

• Resolve client concerns through direct personal action or referral to alternative banking center or bank resources.

• Adhere to bank’s security policies while maintaining confidentiality of bank records and client information.

• Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals.

• Perform other duties as assigned.

Required Qualifications\:

• High school diploma or equivalent required.

• At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience.

• Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred.

• Strong communication and interpersonal skills, with the ability to build rapport with clients.

• Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.

• Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.

• Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.

• Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.

• Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.

• Proficiency in basic math and computer skills, including knowledge of 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.

Work Schedule\:

• Monday–Friday, 8\:30 AM – 5\:30 PM

• Saturday, 8\:45 AM – 1\:15 PM

This is a full-time position\: 40 hours per week. Must be able to work a flexible schedule within the hours listed above.

Employee Benefits\:

At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.

• 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 and Profit Sharing.

• Mental Health benefits including coaching and therapy sessions.

• Tuition Reimbursement for qualifying employees.

• Employee Ambassador preferred banking products.

• Competitive compensation in line with work experience.

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

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’re seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Addison Banking Center in Addison, TX. In this role, you’ll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.

This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you’re passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we’d love to connect with you!

Key Responsibilities\:

• Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service.

• Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.

• Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.

• Execute the sales discovery process and manager client relationships.

• Conduct assessments with clients to determine their financial needs and make appropriate recommendations.

• Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.

• Execute inside/outside sales calls to prospects and established clients.

• Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer.

• Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.

• Perform all duties in compliance with laws, regulations, and bank policies and procedures.

• Resolve client concerns through direct personal action or referral to alternative banking center or bank resources.

• Adhere to bank’s security policies while maintaining confidentiality of bank records and client information.

• Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals.

• Perform other duties as assigned.

Required Qualifications\:

• High school diploma or equivalent required.

• At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience.

• Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred.

• Strong communication and interpersonal skills, with the ability to build rapport with clients.

• Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.

• Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.

• Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.

• Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.

• Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.

• Proficiency in basic math and computer skills, including knowledge of 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.

Work Schedule\:

• Monday–Friday, 8\:30 AM – 5\:30 PM

• Saturday, 8\:45 AM – 1\:15 PM

This is a full-time position\: 40 hours per week. Must be able to work a flexible schedule within the hours listed above.

Employee Benefits\:

At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.

• 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 and Profit Sharing.

• Mental Health benefits including coaching and therapy sessions.

• Tuition Reimbursement for qualifying employees.

• Employee Ambassador preferred banking products.

• Competitive compensation in line with work experience.

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