Private Banking Relationship Manager - Tucson (AZ)

National Bank Of Arizona; Tucson (AZ); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Paid Parental Leave

401(k) with company match

Paid Time Off (PTO)

11 Paid Federal Holidays

Job summary

National Bank of Arizona in Tucson is seeking an experienced Private Banking Relationship Manager to oversee a high-net-worth client portfolio and drive growth across loans, deposits, investments, and trust referrals. You will service existing clients and bring in new ones through your external network, delivering holistic wealth solutions.

The role emphasizes building strong client relationships, collaborating with internal partners, and maintaining regulatory standards while offering tailored

Qualifications

• Requires a Bachelor's degree and 6+ years’ experience in lending, investments, sales, banking products or related field.
• Advanced knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products.
• Strong sales, self-management, credit analysis, loan structuring and relationship management skills.

Responsibilities

• Acts as principal account and relationship manager for new and existing clients.
• Builds a portfolio of high-net-worth clients leveraging external network.
• Generates, retains and expands business in loans, deposits, investments, trusts referrals and commercial referrals.
• Performs credit analysis and proper loan structuring.
• Develops internal partnerships and collaborates with other bank divisions.
• Grows client leads through referrals and existing relationships.

Skills

Sales

Credit analysis

Relationship management

Interpersonal communication

Salesforce

Excel

Education

Bachelor's degree

Tools

Salesforce

Excel

Word processing

Job description

Private Banking Relationship Manager - Tucson (AZ)

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 hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.

We are looking for a Private Banking Relationship Manager in Tucson (AZ). This role acts as the principal account and relationship manager for new and existing clients.

Essential Functions:

• Works as a team to holistically deliver all services of wealth management.
• Focuses on building a portfolio of high-net-worth clients by leveraging your external network.
• Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Responsible for credit analysis and proper loan structuring.
• Ability to build strong, trusting internal partnerships.
• Develop and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios and make recommendations as needed.
• Other duties as assigned.
  

Qualifications:

• Requires a Bachelor's and with 6+ years’ experience with lending, investments, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
• Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• Ability to display sound judgment.
• Strong sales, self-management, credit analysis, loan structuring, and relationship management skills.
• Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
• Excellent interpersonal and communication skills, both verbal and written.
• Commitment to a high degree of proactive service quality.
• Intermediate computer skills including Salesforce, excel, word processing and spreadsheet software.
• FINRA Licensing is a plus but not necessary (SIE, Series 7, Series 66 and State Life/Health Insurance).
  
• 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