Job description

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.

We are seeking a motivated and client-focused Client Relationship Associate to join our dynamic Commercial Banking team in Dallas, TX. In this role, you will play a key part in supporting relationship managers, ensuring exceptional client service, and helping drive business growth through operational excellence and proactive client engagement.

This position offers the opportunity to build meaningful client relationships, support commercial banking operations, and grow professionally in a collaborative, fast-paced environment. If you are passionate about community involvement, teamwork, and helping others achieve their financial goals, we would love to speak with you!

Essential Functions:

Provide daily support to Loan Officers in managing their loan portfolios efficiently.
Perform administrative and clerical tasks related to loans, deposits, and account servicing.
Process loan renewals and modifications in alignment with portfolio requirements.
Contact clients to obtain updated financial statements, credit reports, and income verification.
Review submitted documents to ensure they meet the bank’s compliance and documentation standards.
Open and close accounts, update signer information, and perform notary services as needed.
Monitor and manage reporting exceptions, including collateral, financial, material, and deposit-related items.
Follow up on missing documentation such as signature cards, insurance policies, and financial statements.
Coordinate filing, correspondence, scheduling, and other portfolio-related tasks to maintain smooth operations.
Assist with loan processing, closing, and post-closing monitoring to support business development efforts.
Report to customer inquiries and assist with electronic file preparation and report maintenance.
Perform additional duties and special projects as assigned.

Qualifications:

High school diploma or equivalent required; a combination of education and relevant experience may be considered.
Minimum of 2 years of experience in banking, loan operations, portfolio management, deposits, or account servicing.
Commercial and/or corporate banking experience is preferred.
Solid understanding of banking operations, loan documentation, loan systems, and portfolio management, including renewals and modifications.
Familiarity with banking principles, compliance standards, and regulatory requirements.
Excellent interpersonal and customer service skills with strong verbal and written communication abilities.
Proven ability to respond to client inquiries promptly and professionally.
Skilled in reviewing, processing, and auditing client documentation and financial information.
Strong analytical and problem-solving skills with attention to detail.
Capable of generating and interpreting reports to support portfolio and client management.
Ability to multitask and manage shifting priorities while supporting relationship managers and clients.
Proficient in Microsoft Office Suite, particularly Word and Excel; experience with banking software systems is a plus.

Benefits:

At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.