What are the responsibilities and job description for the Premier Client Support Specialist - Amegy Tower/ Houston, TX position at Amegy Bank?
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 Premier Client Support Specialist in Houston, TX . This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups, Branch Administration, Compliance and other bank departments.
The ideal candidate will have the skills and experience necessary to:
Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.
Processes and closes both routine and complex residential and commercial loans.
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
Accepts loan applications for underwriting and documentation and closes loans.
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
May perform cash handling and deposit functions.
Other duties as assigned.
Qualifications:
Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
A college degree and 2 years related experience preferred.
Basic knowledge of bank products, procedures and customer service.
Ability to assist with working loan files and new relationships.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus, some roles include mileage travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
We are looking for a seasoned Premier Client Support Specialist in Houston, TX . This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups, Branch Administration, Compliance and other bank departments.
The ideal candidate will have the skills and experience necessary to:
Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.
Processes and closes both routine and complex residential and commercial loans.
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
Accepts loan applications for underwriting and documentation and closes loans.
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
May perform cash handling and deposit functions.
Other duties as assigned.
Qualifications:
Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
A college degree and 2 years related experience preferred.
Basic knowledge of bank products, procedures and customer service.
Ability to assist with working loan files and new relationships.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus, some roles include mileage travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
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