Relationship Banker - Personal Banking & Solutions

Bank N.A.; Sun City West (AZ); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank N.A. is seeking a Retail Banking Sales & Service professional in Sun City West, AZ to deliver exceptional service and identify customer needs.

The role involves guiding customers through financial solutions such as everyday banking, lending, and small business products, while leveraging digital tools to simplify banking. You will engage customers with needs-based assessments, grow loyalty, and collaborate with branch teams to achieve business objectives while ensuring compliance and risk

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Appropriate lending qualifications and designations.
• Experience in a consultative customer service or sales role.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Provides advice on financial solutions aligned with customers' best interests.
• Engages customers to assess needs and grow loyalty with tailored solutions.
• Makes credit recommendations for personal lending transactions in line with policies.
• Acts as a key member of a collaborative branch and market team and supports risk/compliance processes.

Skills

Consultative sales

Social media

Customer focus

Investments

Lending products

Personal and small business banking

Education

Post-secondary degree

Job description

Bank N.A. is seeking a Retail Banking Sales & Service professional in Sun City West, AZ to deliver exceptional service and identify customer needs.

The role involves guiding customers through financial solutions such as everyday banking, lending, and small business products, while leveraging digital tools to simplify banking. You will engage customers with needs-based assessments, grow loyalty, and collaborate with branch teams to achieve business objectives while ensuring compliance and risk