Relationship Banking Specialist

Zions Bank; Springville (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid PTO

Tuition reimbursement

Life insurance

Disability insurance

Job summary

Zions Bank is seeking a Customer Engagement Specialist to deliver full-service banking at the branch with a strong emphasis on meeting sales goals and delivering personalized service. You will open accounts, process loans, and refer relevant products to clients while resolving issues promptly.

The role emphasizes building long-term customer relationships, cross-selling suitable services, and maintaining accuracy in daily transactions. Join a reputable bank with solid benefits.

Qualifications

• High school diploma or equivalent and 1+ year of sales or banking experience.
• Experience in financial sales or customer-facing roles is preferred.
• Ability to perform basic calculations and understand banking products.

Responsibilities

• Provide full-service banking with focus on sales and service.
• Open new accounts and consumer loans; refer other products.
• Resolve client concerns through direct action or referrals.
• Make referrals for bank products and services, including lending.
• Possibly perform cash transactions and process loan activities.
• Build and maintain strong relationships through tailored service.
• Carry out additional duties as assigned.

Skills

Sales experience

Customer service

Cross-selling

Interpersonal skills

Written and verbal communication

Basic computer skills

Education

High School diploma or equivalent

Tools

Point-of-sale systems

Banking software basics

Job description

Zions Bank is seeking a Customer Engagement Specialist to deliver full-service banking at the branch with a strong emphasis on meeting sales goals and delivering personalized service. You will open accounts, process loans, and refer relevant products to clients while resolving issues promptly.

The role emphasizes building long-term customer relationships, cross-selling suitable services, and maintaining accuracy in daily transactions. Join a reputable bank with solid benefits.