We are looking for a Client Relationship Associate to join our Energy Lending team in Houston, TX . ... * Assist with loan processing, closing, and monitoring while providing quality service to allow ...
We are looking for a Client Relationship Associate to join our Energy Lending team in Houston, TX . ... * Assist with loan processing, closing, and monitoring while providing quality service to allow ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Client Concierge
Houston, TX · On-site
$14.75 - $19/hr
Assistant providers and managers with client scheduling and maintaining the appointment books. * Comply with all company policies and procedures to ensure streamlined processes within the location
Client Concierge
Houston, TX · On-site
$14.75 - $19/hr
Assistant providers and managers with client scheduling and maintaining the appointment books. * Comply with all company policies and procedures to ensure streamlined processes within the location
Client Service Leader
Houston, TX · On-site
$90 - $120/hr
Coordinate, assist, and attend client events, meetings, appointments, and conferences. * Oversee preparation of presentations for internal sales teams and external clients. * Prepare, attend, and ...
Client Service Leader
Houston, TX · On-site
$90 - $120/hr
Coordinate, assist, and attend client events, meetings, appointments, and conferences. * Oversee preparation of presentations for internal sales teams and external clients. * Prepare, attend, and ...
Be Seen First
Receptionist/Client Intake
Houston, TX · On-site
$14 - $20/hr
We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...
Quick apply
Be Seen First
Receptionist/Client Intake
Houston, TX · On-site
$14 - $20/hr
We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...
Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the ... You also assist skin experts by efficiently checking in clients, managing appointment changes, and ...
Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the ... You also assist skin experts by efficiently checking in clients, managing appointment changes, and ...
Be Seen First
Receptionist/Client Intake
Houston, TX · On-site
$14 - $20/hr
We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...
Quick apply
Be Seen First
Receptionist/Client Intake
Houston, TX · On-site
$14 - $20/hr
We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...
Client Relations Representative Department: Client Relations Employment Type: Full Time Location ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
Client Relations Representative Department: Client Relations Employment Type: Full Time Location ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
The Client Relations Representative is the first point of contact for many clients and plays an ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
The Client Relations Representative is the first point of contact for many clients and plays an ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
Description The Client Relations Representative is the first point of contact for many clients and ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
Quick apply
Description The Client Relations Representative is the first point of contact for many clients and ... Support the coordination of meetings, training, and events. * Assist with preparing documents ...
Client Engagement Coordinator
Houston, TX · On-site
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Quick apply
Client Engagement Coordinator
Houston, TX · On-site
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Client Engagement Coordinator
Houston, TX · On-site
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Client Engagement Coordinator
Houston, TX · On-site
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Client Interface Manager
Houston, TX · On-site
: Client Interface Manager CLASSIFICATION: Exempt JOB SUMMARY The Client Interface Manager provides ... Participate in customer tours and assist with internal audits and special projects, as requested
Client Interface Manager
Houston, TX · On-site
: Client Interface Manager CLASSIFICATION: Exempt JOB SUMMARY The Client Interface Manager provides ... Participate in customer tours and assist with internal audits and special projects, as requested
Client Services Representative
Houston, TX · On-site
$44K - $53K/yr
Respond to client questions by phone and email * Assist with routine account and service requests * Maintain accurate customer records and interaction notes * Follow up on open requests and pending ...
Quick apply
Client Services Representative
Houston, TX · On-site
$44K - $53K/yr
Respond to client questions by phone and email * Assist with routine account and service requests * Maintain accurate customer records and interaction notes * Follow up on open requests and pending ...
Client Services Representative
Houston, TX · On-site
$44K - $53K/yr
Respond to client questions by phone and email * Assist with routine account and service requests * Maintain accurate customer records and interaction notes * Follow up on open requests and pending ...
Quick apply
Client Services Representative
Houston, TX · On-site
$44K - $53K/yr
Respond to client questions by phone and email * Assist with routine account and service requests * Maintain accurate customer records and interaction notes * Follow up on open requests and pending ...
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Provide administrative support for client meetings, networking opportunities and business development activities. * Assist with the planning and logistics for client appreciation events, industry ...
Client Service Leader
Houston, TX · On-site
Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...
Client Service Leader
Houston, TX · On-site
Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Client Service Leader
Houston, TX · Hybrid
Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...
Client Service Leader
Houston, TX · Hybrid
Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...
Client Assistant information
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 8 days ago
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 Client Relationship Associate to join our Energy Lending team in Houston, TX. Our Energy Lending team is dedicated to providing exceptional service and tailored financial solutions to our clients.
The ideal candidate for this position will have the skills and experience necessary to:
- Support Relationship Managers in the daily management of their loan portfolios.
- Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing.
- Process loan renewals and changes in terms as related to the Relationship Managers' portfolios or own portfolio if assigned.
- Call clients to request current financial statements, credit reports and income verification information.
- Determine if documents provided meet the bank's requirements.
- Process and compile monthly production reports.
- Open and close accounts.
- Manage exceptions including loan collateral, financial reporting and depository related exceptions.
- Obtain missing information such as signature cards, financial statements, insurance, etc.
- Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow.
- Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities.
- Assist customers with questions, preparing desk files and maintenance of all automated reports, etc.
- May manage small deposit portfolio.
- Other duties as assigned.
Qualifications:
Requires a High School degree or equivalent and 4 years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.
- Working 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.
- Strong interpersonal, customer service and communications skills, both verbal and written.
- Strong organizational skills.
- Ability to respond to inquiries in a timely manner. Ability to process, audit and review client information.
- Solid 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.
- Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization
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
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
About Zions Bank
Sourced by ZipRecruiter
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Salt Lake City, UT, US