Relationship Banking Specialist - Biltmore/Phoenix (AZ)

Zions Bancorporation; Phoenix (AZ); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Life and Disability Insurance

PTO and 11 holidays

401(k) plan & Profit Sharing

Tuition Reimbursement

HSA/FSA

Job summary

National Bank of Arizona, at the Biltmore Corporate Office, seeks a Relationship Banking Specialist to support commercial banking clients and work with Relationship Managers on servicing needs.

The role emphasizes professional client interaction, accuracy in handling transactions, and collaboration with lending and middle office teams to expedite loan requests. Hours are Monday–Friday, 8:00am–5:00pm, with a benefits-rich environment.

Qualifications

• Requires a High School degree or equivalent and 1+ years of bank operations, customer service, administrative support or related experience.
• Preferred, but not required, at least 1 year of lending experience preferably in Commercial Lending.
• Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs.
• Superior level of professionalism is necessary in frontline interaction with Executive Leadership.
• Exceptional customer service is required in maintaining portfolios of high-touch Business Executives.

Responsibilities

• Assist a portfolio of commercial banking clients with routine servicing needs (loans, depository services, other bank products).
• Help establish depository accounts and services, process loan advances/paydowns, deposits, and wire transfers.
• Perform address changes, check orders, ATM card activation, loan payments, balance checks, and stop payments.

Skills

Relationship banking concepts

Customer service

Administrative support

Education

High School diploma or equivalent

Job description

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 premise 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.

National Bank of Arizona is looking for a Relationship Banking Specialist to join Arizona’s #1 Community Bank at our Biltmore Corporate Office.

Essential Functions

• Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products.
• Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.
• Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.
• Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems.
• Work with our lending and middle office teams to support expeditious loan requests.
• Work with the lending teams to gather all pertinent loan due diligence items.
• Perform all quality reviews of legal documentation, system data and file maintenance requests.
• Responsible for managing all loan post-closing activities.
• Responsible for managing all reporting requirements for the assigned portfolio.
• Partner with management and other bank departments to research client issues and ensure timely resolution.
• Perform other duties as assigned.

Qualifications

• Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience.
• Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.
• Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs.
• Superior level of professionalism is necessary as this is a front-line position with daily interaction with Executive Leadership.
• Exceptional customer service is required in maintaining portfolios of high-touch Business Executives.

Hours: Monday - Friday: 8:00am to 5:00pm.

Benefits

• 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.

Req ID: 071395

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at [phone], Mon.-Fri. between 9 a.m. - 5 p.m. MST.