Client Relationship Associate (Commercial Lending) - Northwest Crossing / Houston, TX

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’re seeking a motivated and client-focused Client Relationship Associate to join our dynamic Houston Regional Commercial Lending Group in Northwest Crossing / Houston, 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 lending 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’d love to hear from you!

Key Responsibilities:

• Provide ongoing support to Loan Officers, enabling them to manage loan portfolios with accuracy and efficiency.

• Perform administrative and clerical functions to support loan processing, deposit management, and account servicing.

• Manage loan renewal and modification requests to ensure compliance with portfolio standards.

• Contact clients to secure current financial statements, credit reports, and proof of income.

• Evaluate client-submitted documents to ensure they meet all bank compliance and documentation requirements.

• Manage account openings and closures, maintain accurate signer information, and perform notary duties when needed.

• Oversee and manage exceptions in reporting, including collateral, financial, material, and deposit-related discrepancies.

• Proactively reach out to secure outstanding documents such as signature cards, insurance policies, and financial statements.

• Manage filing, communication, scheduling, and portfolio tasks to maintain efficient workflow and smooth operations.

• Provide support in loan processing, closing activities, and post-closing monitoring to drive business growth.

• Address customer inquiries while supporting electronic file preparation and report upkeep.

• Perform additional duties and special projects as directed to ensure operational success.

Required Qualifications:

• High school diploma or equivalent required; relevant education and experience may be considered in combination.

• Minimum of 2 years’ experience in banking, loan operations, portfolio management, deposits, or account servicing required.

• Experience in commercial or corporate lending is preferred.

• Strong knowledge of banking operations, loan documentation, loan systems, and portfolio management, including renewals and modifications.

• Familiarity with core banking principles, compliance standards, and regulatory requirements.

• Excellent interpersonal and customer service skills, with strong verbal and written communication skills.

• Demonstrated ability to respond promptly and professionally to client inquiries.

• Proficient in reviewing, processing, and auditing client documentation and financial records.

• Strong analytical and problem-solving skills with high attention to detail.

• Capable of generating and interpreting reports to support portfolio and client management activities.

• Ability to multitask and adapt to shifting priorities while providing support to relationship managers and clients.

• Proficient in Microsoft Office Suite, with strong skills in Word and Excel; experience with banking software systems is a plus.

Employee Benefits:

At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth.

• Medical, Dental, and Vision Insurance – starting your first day!

• Mental Health Support, including coaching and therapy sessions.

• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

• Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts.

• 401(k) Plan with Company Match and Profit Sharing.

• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.

• Tuition Reimbursement for eligible employees.

• Employee Ambassador preferred banking products.

• Competitive compensation aligned with experience.

Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.