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Zions Bancorporation Client Relationship Associate - Amegy Tower / Houston, TX in Houston, Texas

At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees.

We are looking for a Client Relationship Associate to join our Commercial RE team in Houston, TX .

Essential Functions:

  • Supports Loan Officers in the daily management of their loan portfolios.

  • Provides daily administrative assistance to the assigned department in the areas of loans, deposits, and account servicing.

  • Determines if documents provided meet bank requirements.

  • Compiles and monitors loan past due reports and deposit account overdraft reports.

  • Daily decisioning of NSF items.

  • Opens , updates, and closes deposit accounts.

  • Manages reporting exceptions which include collateral, material, financial, and deposit.

  • Obtains missing information such as signature cards, financial statements, insurance, etc.

  • Responsible for managing the filing, correspondence, scheduling, and coordinating loan portfolio functions to assure a smooth operational flow.

  • Assists with loan processing, closing, and monitoring while providing quality service.

    Qualifications:

    Requires High School diploma or equivalent and 1+ years of banking, loans, loan portfolios, deposits, account servicing or other directly related experience. A combination of education and experience may meet job requirements.

  • Basic knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.

  • Good interpersonal, customer service and communications skills, both verbal and written.

  • Ability to respond to inquiries in a timely manner.

  • Ability to process, audit and review client information.

  • Good problem resolution skills.

  • Ability to create and pull reports.

  • Ability to multi-task, support various priorities, work with relationship managers and clients as needed.

  • Working knowledge of various word processing and spreadsheet software.

    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

Req ID: 064092

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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