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Premier Client Support Specialist - Esperson/ Downtown Houston
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Full-time
high school, bachelor degree
Medical insurance, Dental insurance, Vision insurance, Life insurance, Disability insurance, Paid parental leave
Posted 2d ago
~40 hrs/week
Responsibilities
The specialist coordinates wealth management support activities, including loan processing, internal controls, and training for new account functions. They also serve as a primary liaison between various bank departments and provide consultative service to existing and prospective clients.
Requirements
Candidates must have a high school diploma and at least 3 years of experience in private or executive banking. Proficiency in lending regulations, loan documentation, and strong communication skills are required for this role.
Full 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 Premier Client Support Specialist to join our Private Banking team in Houston, TX.
Essential Functions:
Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments
Processes and closes both routine and complex residential and commercial loans.
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
Accepts loan applications for underwriting and documentation and closes loans.
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
May perform cash handling and deposit functions.
Other duties as assigned.
Qualifications:
Requires High School diploma or equivalent and 3+ years of experience in private/executive banking, including regular client contact, or other directly related experience. A college degree and 5 years related experience preferred.
Advanced knowledge of bank products, procedures and customer service.
Ability to assist with all aspects of relationship management and be able to input loans and work loan files independently.
Ongoing and proactive client contact with refined analysis and client service conduct required.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on 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
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with approximately $89 billion of total assets at December 31, 2025, and annual net revenue of $3.4 billion in 2025. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small- and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending.
Zions Bancorporation’s common stock is traded on NASDAQ under the symbol ZION. The company is a member of the S&P 400 Mid-Cap and the NASDAQ Financial 100 Indices. The deposit insurance coverage for accounts at Zions Bancorporation, N.A. is the standard FDIC insurance limit for each account ownership category regardless of the Zions Bancorporation, N.A. division holding the account.
Offices: One South Main, Salt Lake City, Utah 84133-1109, US · 1 S Main St, Salt Lake City, UT 84133, US