Branch Relationship Banker: Client Growth & Banking

Zions Bank

Heber (UT)

On-site

USD 40,000 - 65,000

Full time

6 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Paid Parental Leave
401(k) plan with company match
Paid Time Off
11 Paid Federal Holidays
Life and Disability Insurance
Tuition Reimbursement

Job summary

Zions Bank seeks a branch-based sales associate focused on delivering exceptional customer service and banking solutions. You will handle new accounts, consumer loans, and referrals while building strong client relationships in a retail banking setting.

The role emphasizes accuracy, efficient service, and the ability to upsell suitable products. Strong communication and teamwork are essential as you support daily branch operations and customer needs.

Qualifications

  • High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing.
  • Equivalent combinations of education and experience may meet qualifications.
  • Previous experience in a financial sales representative oriented role preferred.
  • Working knowledge of mathematical calculations and standard banking products, services and transactions.
  • Solid knowledge of all retail products and services.
  • Basic knowledge of consumer lending applications.
  • Proven customer service, interpersonal and communication skills, both verbal and written.
  • Effective selling, cross-selling and referral skills.
  • Solid mathematical, problem-solving and negotiation skills.
  • Solid interpersonal & relationship building skills with strong attention to detail and time management.
  • Proficient in basic computer skills.

Responsibilities

  • Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
  • Open new accounts, consumer loans, and refer other banking products as applicable.
  • Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources.
  • Make appropriate referrals for other bank products and services, including commercial lending products.
  • Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans.
  • Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer.
  • Perform other duties as assigned.

Skills

Sales experience
Customer service
Interpersonal skills
Communication skills
Negotiation skills
Time management
Basic computer skills

Education

High School diploma or equivalent

Tools

CRM systems

Job description

Zions Bank seeks a branch-based sales associate focused on delivering exceptional customer service and banking solutions. You will handle new accounts, consumer loans, and referrals while building strong client relationships in a retail banking setting.

The role emphasizes accuracy, efficient service, and the ability to upsell suitable products. Strong communication and teamwork are essential as you support daily branch operations and customer needs.

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