Premier Client Support Specialist – Multiple Arizona Locations (Glendale, Mesa, Phoenix, Tempe, or Tucson)

Zions Bancorporation; Phoenix, Northern (AZ, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Insurance - Start Day One

Paid Time Off (PTO)

11 Paid Federal Holidays

401(k) with company match

Job summary

National Bank of Arizona is seeking a Premier Client Support Specialist to support private banking clients across Arizona. You will partner with Private Bankers to handle loan inquiries, deposits, and banking products, delivering exceptional service.

The role requires 1+ year of related banking experience, strong communication, and the ability to work independently. Normal hours Mon-Fri 8am-5pm, with benefits starting day one.

Qualifications

• 1+ years in banking operations or customer service.
• Knowledge of consumer and business account opening.
• Strong customer service for high-touch clients.
• Familiar with common office software and applications.
• Excellent interpersonal, written, and verbal communication.
• Ability to work independently and meet deadlines.

Responsibilities

• Partner with Private Bankers to support a portfolio of private banking clients.
• Assist clients with opening and maintaining deposit accounts and services.
• Process loan advances, paydowns, and wire transactions.
• Communicate with customers to ensure needs are met.
• Provide administrative support to the private banking team.
• Gather loan due diligence items with lending teams and clients.
• Perform quality reviews of legal docs, data, and filings.
• Manage reporting for the assigned portfolio.
• Collaborate with management to research and resolve client issues.
• Take on additional duties as assigned.

Skills

Customer service

Interpersonal skills

Written and verbal communication

Time management

Independent work

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Premier Client Support Specialist – Multiple Arizona Locations (Glendale, Mesa, Phoenix, Tempe, or Tucson)

At National Bank of Arizona, we’re 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 premises 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.

National Bank of Arizona is looking for an experienced Premier Client Support Specialist with a talent and passion in maintaining client relationships throughout Arizona.

Essential Functions

• Partner with assigned Private Banker(s) to support a portfolio of private banking clients, providing exceptional service across loan inquiries, deposit account management, and other banking products and services.
• Assist portfolio clients with opening and maintaining deposit accounts and banking services, while processing loan advances, paydowns, account transfers, bankcard requests, online banking services, and wire transactions.
• Communicate and consult with existing and prospective customers on products and services offered to ensure needs are met.
• Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.
• Provide administrative support to the private banking team.
• Work with the lending teams and clients to gather all pertinent loan due diligence items.
• Perform all quality reviews of legal documentation, system data and file maintenance requests.
• Responsible for managing all reporting requirements for the assigned portfolio.
• Partner with management and other bank departments to research client issues and ensure timely resolution.
• Perform other duties as assigned.

Qualifications

Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience.

• Preferred, but not required, of 1+ years of banking experience with knowledge of consumer and business account opening.
• Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs.
• Exceptional customer service is required in maintaining portfolios of "high-touch" Business Executives.
• Be familiar with common office software and applications.
• Must have strong interpersonal, written, and verbal communication skills.
• Must be able to work independently, prioritize projects, and follow through on deadlines.
• Hours: Monday – Friday: 8:00am to 5:00pm.
• 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.

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