Business Banking Relationship Manager - Plano, TX
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 Business Banking Relationship Manager in Plano, 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:
- Responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers and sourcing new customers through referrals.
- Recommend appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
- Meet assigned revenue goal for region and products.
- Gain complete knowledge of the business and personal financial needs of assigned customers.
- Visit client locations every 6 months.
- Build knowledge of each assigned client by completing an in-depth profile of business and develop/manage a relationship plan for each client.
- Develop and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
- Ensure client requests are met by handling them directly and/or referring to appropriate resources.
- Meet 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 Bachelor's degree 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.
- Excellent customer service, negotiation and PC skills.
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