Trane Technologies, on behalf of Amegy Bank, is hiring a Client Relationship Associate for our Houston Regional Commercial Lending Group in Northwest Crossing / Houston, TX. In this role, you will be a key support for relationship managers, ensuring exceptional client service and helping drive business growth through operational excellence.
What You'll Do
- 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.
What We're Looking For
- 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.
- 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.
Nice to Have
- Experience in commercial or corporate lending is preferred.
- Experience with banking software systems is a plus.
Technical Stack
- Microsoft Office Suite
- Word
- Excel
- Banking software systems
Team & Environment
You will join the Houston Regional Commercial Lending Group at Amegy Bank.
Benefits & Compensation
- 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.
Work Mode
This is an onsite position based in Houston, Texas, United States.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
