Location: Houston, TX
Company: Eco-Life Employment Group
and provides basic cash receipt and payment services in accordance with Bank procedures. The Personal Banker is responsible for developing new business relationships and maintaining existing relationships. The Personal Banker assists Relationship Managers within retail bank locations in the preparation, set up and processing of consumer and commercial loans, and other various duties as assigned.
Principal Duties and Responsibilities: Supports the branch in achieving individual and team goals, while always acting in the customer’s best interest. Provides exceptional customer service to all customers while treating all customers and prospects in a fair and equitable manner. Maintains a
strong working knowledge of bank products and services. Engages customers and prospects through the use of questions to discover financial needs. Presents and educates customers and prospects on the benefits of solutions offered, including digital services and other self-service options.
Actively refers customers to appropriate specialists and other lines of business to fulfill specialized needs. Assists customers with routine inquiries regarding account balances and account information. Proactively seeks prospects for new business through outreach and follow-up. Assists customers by answering questions, researching transactions, etc. while maintaining compliance and policy standards.
Represents the bank in community affairs and civic organizations. Performs additional duties as required.
Regular and reliable attendance. Bilingual Preferred Opens new deposit accounts and performs maintenance as needed on existing deposit accounts including: Prepares account paperwork, receives new account deposits and ensures that all accounts are properly processed. Performs loan assistant functions including: Review loan documents for errors and compliance issues. Assemble loan packages. Perform loan closing on occasion. Remit Deeds, UCC’s, and titles for recording if applicable. Review and work loan exception reports. Prepare and process line of credit draws.
Prepare and submit loan payments. Process payments for loan closing fees to third parties. Verify insurance policies on collateral. Job Specifications: High school diploma or equivalent. Knowledge of loan policies and procedures (1 to 2 years of loan preparation and processing experience preferred) Successful completion of in-house training program or other approved training program. Prefer six month’s experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Excellent sales, interpersonal and communication skills. Above average computer and keyboard skills Good organizational skills.
Ability to lift up to twenty-five (25) pounds. This position requires S. A. F. E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage. nationwidelicensingsystem. org) can provide information about the requirements for registration. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
EOEThe information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by Jazz HR
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston financial center.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Provide full-service banking services to new and existing customers within the branch/financial center, with a primary focus on sales and service Process all financial
transactions accurately and in a timely manner within established authorized limits and other customer service duties within the branch/financial center Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerninteractionecute the sales discovery process and manage customer relationships Conduct backssments with clients to determine their financial needs and make appropriate recommendations Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed Execute inside/outside sales calls to prospects and established customers Establish, expand, and
maintain strong customer relationship by providing extensive, personalized service focused on specific needs of each banking customer Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent2+ years' experience in banking, sales, teller, new accounts, loan processing or other directly related experience Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred Strong banking and sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Proficient knowledge of mathematical calculations and standard banking products, services, and transactions Strong knowledge of all retail products and services Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written Effective selling, cross-selling, and referral skills Strong problem-solving and negotiation skills Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 8:30 a.
m. to 5:30 p. m. and Saturday; 9 a. m. to 1 p. m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.
Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. 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 Holidays401(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 Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are currently accepting applications for a Lockbox Specialist in Houston, Texas. This position will be in-office Monday-Friday 6:00 am-2:30 pm.
The ideal candidate will have the skills and experience necessary to: Process deposits accepted through the lockbox processing system. Provide customer with back-up documentation as requested. Log and track all incoming remittance mail; sort, open, and verify outgoing mail. Perform a variety of clerical duties, answer questions or inquiries from lockbox customer, resolve problems or issues and
perform data and item entry. Correspond with clients or bank personnel on various lockbox items. Notify support areas of problems or issues which could cause delay in items being processed.
Be responsible for tracking and monitoring reports. Perform other duties as assigned. Qualifications: Requires High School diploma or equivalent and some data entry, balancing, office, clerical, or other related experience. Must have lockbox experience. Bank operations, item processing preferred. A combination of education and experience may meet job requirements. Basic knowledge of 10 key, data entry, and balancing principles. Must have good customer service and communication skills, both verbal and
written. Requires knowledge of various types of computer software, including spreadsheets and word processing programs.
Must be accurate. Ability to perform well under pressure and meet deadlines. 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products Pay range (depending on experience) : $18.00-$22.50
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Part-Time Client Service Associate (Teller) - 30 Hours to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston financial center.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining
an acceptable balancing record Utilize knowledge of available bank products and services to expand and increase client relationships Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities Explore, identify, and maximize cross-selling of bank products based on clients' needs Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or
referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking Must have solid balancing and customer service skills Cash handling, customer service, and/or sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Ability to cross-sell bank products based on client's needs Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 8:30 a.
m. to 5:30 p. m. and Saturday; 8:45 a. m. to 1:30 p. m. This is a part-time position: 30.00 hours per week. Must be able to work a flexible schedule within the hours listed above. Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders.
As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. 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 Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Hobby / Houston financial center.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Provide full-service banking services to new and existing customers within the branch/financial center, with a primary focus on sales and service Process all financial
transactions accurately and in a timely manner within established authorized limits and other customer service duties within the branch/financial center Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerninteractionecute the sales discovery process and manage customer relationships Conduct backssments with clients to determine their financial needs and make appropriate recommendations Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed Execute inside/outside sales calls to prospects and established customers Establish, expand, and
maintain strong customer relationship by providing extensive, personalized service focused on specific needs of each banking customer Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent2+ years' experience in banking, sales, teller, new accounts, loan processing or other directly related experience Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred Strong banking and sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Proficient knowledge of mathematical calculations and standard banking products, services, and transactions Strong knowledge of all retail products and services Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written Effective selling, cross-selling, and referral skills Strong problem-solving and negotiation skills Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 9 a.
m. to 5 p. m. and Saturday; 9 a. m. to 1 p. m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above, to include two (2) Saturdays per month.
Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. 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 Holidays401(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 Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
