Relationship Banker

Southwest-Heritage-Bank; Tucson (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401k with employer match

Medical Insurance

Vision Insurance

Paid time off

Paid Holidays

Life Insurance

Short Term Insurance

Long Term Insurance

Job summary

Southwest Heritage Bank is seeking a Relationship Banker in Tucson to handle new account transactions and guide customers in selecting accounts and financial services, including retirement accounts and direct deposits.

The role involves cross-selling products, opening and maintaining various account types, and providing strong customer service while staying compliant with banking regulations.

Qualifications

• Must have previous banking experience in new accounts and community banking environment.
• High school diploma or GED is required or equivalent experience.
• Experience with cash handling, customer service, and opening/closing retail and business accounts.

Responsibilities

• Provides support to all assigned areas of branch operations, including new accounts and safe deposit.
• Assists customers in selecting accounts and financial services; presents cross-sell opportunities.
• Interviews customers to obtain information and verifies identification.
• Opens new accounts and handles deposits, checks, and documents for processing.
• Uses software to process account activity, maintenance, balances, and problem resolution.
• Represents the Bank in community events to develop business.
• Answers customer questions and resolves issues; processes official checks.

Skills

Banking experience

Cash handling

Customer service

Interpersonal skills

Education

High school diploma or GED

Tools

Chex system

Account opening software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker

Customer Service Tucson, AZ, US

8 days ago Requisition ID: 1230

Who We Are

At Southwest Heritage Bank, we are dedicated to the financial well-being of our entire community—from small to medium-sized businesses to the families and individuals who call this region home. We provide comprehensive banking solutions, from essential online banking and bill pay to specialized services, all delivered by local experts. Whether you're expanding operations, acquiring equipment, or financing a new building, our experienced banking officers are dedicated to helping you achieve your financial goals. We are committed to consistently delivering responsive, tailored, and expert banking services through local leadership.

Our History

Southwest Heritage Bank combines the long tradition of Bank 34 and Commerce Bank of Arizona, bringing over 90 years of dedicated service to Arizona and New Mexico. We believe a strong local bank is the foundation of a strong community, and our success is measured by the success of the communities we serve. By reinvesting locally and providing custom financial solutions, we continue our legacy of building relationships and supporting the people and businesses who are rooted in this region.

Our Culture

We have created a culture built on trust, collaboration, and genuine care for our employees. Our people consistently recognize our supportive leadership, open communication, generous benefits, and the strong sense of camaraderie that makes our bank a rewarding place to work. Employees value having accessible leaders who listen, opportunities for internal career growth, and an environment that welcomes diverse perspectives and empowers individuals to make meaningful contributions.

Our culture is intentionally woven into every aspect of our organization; from the way we lead and collaborate to the way we serve our customers and communities. We invest in our people by providing opportunities for professional growth, promoting from within whenever possible, and empowering employees to make decisions that benefit our customers and communities. Teamwork and collaboration are encouraged across all departments, creating an environment where employees support one another, share ideas, and celebrate achievements together.

Southwest Heritage Bank is committed to provide our employees with a competitive, comprehensive benefits program that provides the care you and your family need to lead healthy, productive lives.

The position of Relationship Banker is responsible for all new account transactions; assisting customers in their selection of various accounts and financial services including retirement accounts, establishing direct deposit and assisting customer’s queries concerning the Bank's services; cross‑selling the Bank’s products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Relationship Banker is also required to be fully knowledgeable and skilled in the areas of safe deposit and the teller operation function.

The essential duties included but are not limited to:

• Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, safe deposit and other areas of basic branch operations.
• Assists customer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross‑sell opportunities are presented by applying professional sales techniques. Have a general knowledge on DDA, Savings, Money Markets, Certificates of Deposits and IRA’s.
• Interviews customers to obtain information; establishes proper identification of new customers; verifies validity of presented documents, determines need and extent of requested investigation.
• Makes decisions regarding the opening of new accounts; completes forms requiring customer signature(s); checks banking history through chex system; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificate of deposits for processing, and if needed, makes arrangements for direct deposits.
• Utilizes various software to process account activity, perform account maintenance, determine balances, and resolve problems within given authority.
• May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.
• Provides customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. Issues official checks.
• Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
• Receives deposits and ensures that all accounts are properly processed; receives and processes stop payment and hold orders.
• Responsible for cash transactions, night deposit, courier processing, change orders, loan payments and customer transactions.
• Processes wire transfer requests, address changes, check and deposit slip orders, ATM/Debit Card requests; scans all documents and save in the designated location; prepares correspondence to customers.
• Answers telephone and emails from customers; answers the questions or directs customer to appropriate team associate. Resolves customer complaints in a tactful, effective manner, and explains Bank 34 policies.
• May perform official notary service duties.
• Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Qualifications

• MUST HAVE PREVIOUS BANKING EXPERIENCE IN NEW ACCOUNTS - Preferably in a Community Banking environment
• High school diploma or general education degree (GED); or 2 years of related experience and/or training; or the equivalent combination of education and experience.
• Banking related experience should consist of a cash handling, customer service, opening/closing retail and business accounts background. Educational experience, through in‑house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
• Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
• Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and team members.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Effective organizational and time management skills.
• Ability to work with general supervision while performing duties.
• 401k with employer match
• Medical Insurance
• Vision Insurance
• Paid time off
• Paid Holidays
• Life Insurance
• Short Term Insurance
• Long Term Insurance

Southwest Heritage Bank is an Equal Opportunity Employer.