What are the responsibilities and job description for the Business Banking Relationship Manager - Addison, TX position at Amegy Bank?
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We are looking for a seasoned Business Banking Relationship Manager in Addison , TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
Meets assigned revenue goal for region and products.
Gains complete knowledge of the business and personal financial needs of assigned customers.
Visits client locations every 6 months.
Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
Ensures client requests are met by handling them directly and/or referring to appropriate resource.
Meets or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
Other duties as assigned.
Qualifications:
Typically requires a Bachelors and 4 years of directly related experience.
Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields.
Extensive 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
We are looking for a seasoned Business Banking Relationship Manager in Addison , TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
Meets assigned revenue goal for region and products.
Gains complete knowledge of the business and personal financial needs of assigned customers.
Visits client locations every 6 months.
Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
Ensures client requests are met by handling them directly and/or referring to appropriate resource.
Meets or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
Other duties as assigned.
Qualifications:
Typically requires a Bachelors and 4 years of directly related experience.
Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields.
Extensive 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
