What are the responsibilities and job description for the Business Banking Relationship Manager - San Antonio, TX position at Amegy Bank?
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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:
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:
- 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 exceeds Key Performance Measures, as established by the Business Banking Area Manager, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
- Other duties as assigned.
- Typically requires a Bachelors and 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.
- Must have excellent customer service, negotiation and PC's skills.
- 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, 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