Business Banking Specialist (Banking Representative) - Central Avenue/Phoenix (AZ)

Zions Bancorporation; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life & Disability Insurance

PTO & Holidays

401(k) with company match

Tuition Reimbursement

Mental health support

Job summary

National Bank of Arizona, or NBAZ, is seeking an experienced Business Banking Specialist to grow and manage business banking relationships at our Central Avenue/Phoenix branch. This role focuses on small business loans, deposits, and Treasury Management solutions within a community bank setting.

The successful candidate will leverage needs-based consultations and Salesforce to support clients, while maintaining high levels of service, accuracy, and sales performance.

Qualifications

• 2+ years of banking and/or business development experience.
• Strong sales, relationship management and organizational skills.
• Ability to call, meet and interview business customers and prospects to provide needs-based recommendations and solutions.
• Proven customer service, interpersonal and communication skills, both verbal and written.
• Proficient in basic computer skills.
• Bilingual English/Spanish preferred.

Responsibilities

• Contact, manage and grow existing, non-portfolio business relationships at one or more branches.
• Originating small business loans, deposits, Treasury Management/Select and Merchant solutions.
• Develop, generate and follow-up with prospective business leads within the market.
• Understand business client needs through Needs Assessments and Salesforce follow-up.
• Provide full-service banking services to new and existing customers within the branch with a focus on sales and service.
• Make referrals for other bank products, including commercial lending products.

Skills

Sales

Relationship management

Customer service

Needs-based recommendations

Communication (verbal & written)

Time management

Bilingual English/Spanish (preferred)

Education

High School diploma or equivalent

Tools

Salesforce

Job description

At National Bank of Arizona, we are a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach has not changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Business Banking Specialist (Banking Representative) to join Arizona’s #1 Community Bank in our Central Avenue/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

• Responsible for contacting, managing and growing existing, non-portfolio, business relationships at one or more branches.
• Focuses include originating small businesses loans, deposits, Treasury Management/Select and Merchant solutions.
• May develop, generate and follow-up with prospective business leads within the market.
• Understanding business client needs through Needs Assessments and proactive follow up utilizing Salesforce.
• Other duties include performing full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• Duties may include new consumer accounts and consumer loans.
• Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
• Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

Qualifications:

• High School diploma or equivalent with 2+ years of banking and/or business development experience.
• Strong sales, relationship management and organizational skills. Knowledge of business banking services including loans, deposits, TM, Merchant Services and credit cards.
• Ability to call, meet and interview business customers and prospects to provide needs-based recommendations and solutions.
• Previous experience in a financial sales representative-oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Basic knowledge of business and 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.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
• Salesforce familiarity and use is highly recommended.
• Bilingual proficiency in English and Spanish languages, is preferred.Schedule: Monday – Friday: 8:15 AM – 5:15 PM; 40 hours/week

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 include coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.

Req ID: 071975

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

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