New

Private Banking Relationship Manager MLO - Westlake Hills,TX

BankTalent HQ
Competitive
vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
United States, Texas, Austin
Apr 02, 2025
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 seasoned Private Banking Relationship Manager- MLO in West Lake Hills, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals. The ideal candidate will have the experience necessary to: Acts the principal account and relationship manager for new and existing clients. Focuses on generating, managing and serving 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, and commercial business referrals. Responsible for overseeing credit analysis and proper loan structuring. Responsible for maintaining a high level of client satisfaction. Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting. Calls on existing relationships to review portfolios and makes recommendations as needed. Work in an independent environment Other duties as assigned. Qualifications: Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Investment licenses (7, 66, Group Life) while not required would be beneficial Full use and application of standard principles, theories, concepts, and techniques. Working knowledge of sales techniques, banking products and services. Must have excellent customer service, negotiation and PC's skills. 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