Business Banking Relationship Manager - Plano, TX
Company: Zions Bancorporation
Location: Dallas
Posted on: January 26, 2023
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Job Description:
At Amegy Bank, people and culture are at the heart of everything
we do. We live by the motto of "everyone counts" and recognize the
diverse values and experiences each employee brings to our team. We
grow when our employees are supported and thrive. Let us help you
transform your career. Amegy Bank, here you grow. We are looking
for a seasoned Business Banking Relationship Manager in Plano, 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. The ideal candidate will have the
experience necessary to: 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
exceed Key Performance Measures, as established by the Business
Banking Area Manager, including but not limited to, portfolio
growth, revenue/profitability, retention, and customer satisfaction
key metrics. Other duties as assigned. Qualifications: Typically
requires a Bachelors and 4+ years of directly related experience.
Broad application of principles, theories, and concepts in
applicable discipline, plus extensive knowledge of other related
fields. Extensive knowledge of sales techniques, banking products
and services. Must have excellent customer service, negotiation and
PC's skills. Benefits:
Keywords: Zions Bancorporation, Dallas , Business Banking Relationship Manager - Plano, TX, Accounting, Auditing , Dallas, Texas
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