Branch Relationship Banker-Heber

Zions Bank; Heber (UT); On-site; USD 40,000 - 65,000; Full time

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 recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and 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.

Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients’ relationship with us and we’ll provide you a chance to shine. Gain valuable, hands‑on experience in our branches to launch your career in our organization while making friendships along the way. Don’t delay join Zions Bank today!

This role will:

• 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.

Qualifications:

• High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience.
• An equivalent combination 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. Strong attention to detail and time management.
• Proficient in basic computer skills.

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