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Client Relationship Associate

Amegy Bank

Client Relationship Associate

San Antonio, TX
Full Time
Paid
  • Responsibilities

    Client Relationship Associate - San Antonio, TX Amegy Bank is looking for an experienced Client Relationship Associate with a talent and passion for building and maintaining client relationships. Top candidates should have a proven success record and demonstrate business savvy within our local markets and their neighboring communities. This position will support Amegys San Antonio team. Our client relationship associates supports the banks loan officers in the daily management of their loan portfolios. Other responsibilities include but are not limited to * Manage deposit portfolios. * Process approved loan renewals and changes in terms as related to the Loan Officers portfolios. * Calling customers to request current financial statements, collateral documents and closing loan documents. * Must be able to interpret if documents provided met requirements of the Bank. Processes and compiles monthly production reports. Opens and closes deposit and loan accounts. * Manage reporting exceptions which include collateral, material, financial, and deposit. * Obtain missing information such as signature cards, financial statements, insurance, etc. * Responsible for managing the filing, correspondence, scheduling and coordinating functions to assure a smooth operational flow. * Assist loan processing, closing and monitoring, while providing quality service and diplomacy to customer relationships. * Responsible for assistant duties such as but not limited to: typing, mail, answering phones, scheduling appointments, faxing, ordering supplies, assisting customers with questions, preparing desk files and maintenance of all automated reports. * Other duties as assigned Basic Qualifications * Typically requires a Bachelors degree and 1+ years of directly related experience is preferred. * Work schedule: 8:00 A.M. 5:00 P.M (Monday Friday) * Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields. * Extensive knowledge of loan portfolios, including loan renewals and changes. Strong interpersonal and communication skills. **Primary Location: **Texas-San Antonio-TX - Union Square **Work Locations: ** **Organization: **Amegy Bank **Schedule: **Full-time **Job Posting: **Jan 2, 2019

  • Industry
    Financial Services