Business Banking Relationship Manager - San Antonio, TX
Zions Bancorporation, San Antonio, TX, United States
Business Banking Relationship Manager - San Antonio, 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 San Antonio, 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.
Essential Functions
Grow, retain, and expand a portfolio of existing Business Banking customers; source new customers through referrals.
Recommend appropriate solutions as a trusted advisor to meet 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 in-depth profiles and develop/manage a relationship plan for each client.
Develop and drive new acquisitions within the assigned banking center through centers of influence such as CPAs, 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, including portfolio growth, revenue/profitability, retention, and customer satisfaction; as established by the Business Banking Area Manager.
Other duties as assigned.
Qualifications
Bachelor’s degree and at least 4+ years of directly related experience.
Full use and application of standard principles, theories, concepts, and techniques.
Working knowledge of sales techniques, banking products and services.
Excellent customer service, negotiation, and PC skills.
Benefits
Medical, Dental and Vision Insurance – START DAY ONE.
Life and Disability Insurance, Paid Paternal 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.
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees.
Employee Ambassador preferred banking products.
Equal Employment Opportunity All candidates, including those with criminal histories, will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: if you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
This position will be open until filled.
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We are looking for a seasoned Business Banking Relationship Manager in San Antonio, 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.
Essential Functions
Grow, retain, and expand a portfolio of existing Business Banking customers; source new customers through referrals.
Recommend appropriate solutions as a trusted advisor to meet 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 in-depth profiles and develop/manage a relationship plan for each client.
Develop and drive new acquisitions within the assigned banking center through centers of influence such as CPAs, 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, including portfolio growth, revenue/profitability, retention, and customer satisfaction; as established by the Business Banking Area Manager.
Other duties as assigned.
Qualifications
Bachelor’s degree and at least 4+ years of directly related experience.
Full use and application of standard principles, theories, concepts, and techniques.
Working knowledge of sales techniques, banking products and services.
Excellent customer service, negotiation, and PC skills.
Benefits
Medical, Dental and Vision Insurance – START DAY ONE.
Life and Disability Insurance, Paid Paternal 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.
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees.
Employee Ambassador preferred banking products.
Equal Employment Opportunity All candidates, including those with criminal histories, will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: if you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
This position will be open until filled.
#J-18808-Ljbffr