Business Banking Specialist - Biltmore/Phoenix (AZ)

National Bank of Arizona; Phoenix (AZ); Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

HSA/FSA

Descripción de la vacante

National Bank of Arizona is seeking a Business Banking Specialist (Banking Representative) in the Biltmore/Phoenix branch to grow existing business relationships and originate lending and cash-management solutions.

You will engage with business clients to assess needs, provide tailored banking options, and cross-sell products while delivering excellent service in a 40-hour workweek.

Formación

• 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.

Responsabilidades

• Contacting, managing and growing existing, non-portfolio business relationships at one or more branches.
• Origination of small business loans, deposits, Treasury Management and Merchant solutions.
• Develop, generate and follow-up with prospective business leads within the market.
• Understand business client needs through Needs Assessments and proactive follow up using Salesforce.
• Perform full-service banking services to new and existing customers within the branch, with a focus on sales and service.
• Duties may include new consumer accounts and consumer loans.
• Resolve client concerns through direct action or referrals to other bank departments.
• Make referrals for other bank products and services, including commercial lending products.

Conocimientos

Sales skills

Relationship management

Time management

Communication skills

Bilingual English/Spanish

Educación

High School diploma

Herramientas

Salesforce

Descripción del empleo

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 Biltmore/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.