Location: Houston, TX
Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Were building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best.
Youve come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Job Description The Senior Private Wealth Banker is primarily responsible for making and
servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses.
Team Culture We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. How Youll Spend Your Time: You will participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure
continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business.
: You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures their ongoing satisfaction and loyalty while also enhancing profitability.You will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement approval or declination action.You will monitor and manage existing credit relationships in coordination with the, Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.You will serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customer across divisional lines.You will ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 5:7 years of directly related experience in credit/banking and/or 8:10 years of equivalent combination of education and experience. : Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements: Good knowledge of accounting principles and practices: Demonstrated capacity to sell products/services within the financial services industry: Good understanding of credit underwriting, documentation, l
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.
