Relationship Banker I: Personal Banking & Solutions

Bankers Trust Co.; Phoenix (AZ); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Group Health, Dental, and Vision

Paid Time Off (PTO)

401(k) plan with company match

Tuition assistance

Company Paid Life Insurance

Lifestyle Accounts for employees

Team Member Banking benefits

Job summary

Bankers Trust Co. in Phoenix is seeking a Relationship Banker I. You will deliver personalized service, open new accounts, handle deposits and loans, and educate customers on digital banking tools.

The role involves rotating to Sun Health about 30% of the time and requires notary certification within 30 days. The position emphasizes sales alongside excellent customer service, with opportunities to cross-sell products and participate in bonus programs.

Qualifications

• High school diploma or GED preferred.
• Minimum one year banking experience with sales emphasis.
• Minimum one year cash handling experience.

Responsibilities

• Based at Camelback location with ~30% rotation to Sun Health.
• Provide personalized customer service and build client relationships.
• Open new accounts and handle deposits, withdrawals, transfers, and loan payments.
• Process loan applications accurately and timely.
• Identify customer needs and present suitable banking products and services.
• Cross-sell products to meet customer needs and revenue goals.
• Monitor accounts for suspicious activity and refer to bank partners as needed.
• Maintain branch controls during opening and closing.

Skills

Customer service

Sales skills

Cash handling

Multi-tasking

Time management

Education

High school diploma or GED

Notary Public certification within 30 days

Job description

Bankers Trust Co. in Phoenix is seeking a Relationship Banker I. You will deliver personalized service, open new accounts, handle deposits and loans, and educate customers on digital banking tools.

The role involves rotating to Sun Health about 30% of the time and requires notary certification within 30 days. The position emphasizes sales alongside excellent customer service, with opportunities to cross-sell products and participate in bonus programs.