Business Banking Specialist - Biltmore/Phoenix (AZ)

National Bank Of Arizona; Phoenix, Northern (AZ, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

Paid Time Off

Job summary

National Bank of Arizona is seeking a Business Banking Specialist (Banking Representative) for the Biltmore/Phoenix area. The role focuses on growing existing business relationships, originating small business loans, deposits, and treasury solutions, while leveraging Salesforce to assess client needs.

The ideal candidate has banking experience, strong sales and relationship skills, and knowledge of business banking 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.

Responsibilities

• Contacting, managing and growing existing, non-portfolio business relationships at one or more branches.
• Originating small business loans, deposits, Treasury Management/Select and Merchant solutions.
• Developing, generating and following up with prospective business leads within the market.
• Understanding business client needs through Needs Assessments and Salesforce follow-up.
• Provide full-service banking services within the branch with a primary focus on sales and service.
• Duties may include new consumer accounts and consumer loans.
• Refer clients to other bank departments for products and services.

Skills

Banking experience

Sales skills

Relationship management

Bilingual English/Spanish (preferred)

Telephone/meetings outreach

Education

High School diploma or equivalent

Tools

Salesforce

Job description

Business Banking Specialist - Biltmore/Phoenix (AZ)

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
• 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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

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.

It is the Company's policy not to discriminate because of a person's relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

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National Bank of Arizona a division of Zions Bancorporation, N.A. Member FDIC