Relationship Banking Specialist - Biltmore/Phoenix (AZ)

National Bank of Arizona; Phoenix (AZ); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Life & Disability Insurance

Parental Leave

Job summary

National Bank of Arizona is seeking a Relationship Banking Specialist to join Arizona’s #1 Community Bank at our Biltmore Corporate Office. The role focuses on servicing a commercial client portfolio, opening depository accounts, processing loan requests, and ensuring timely, accurate handling of banking transactions.

Ideal candidates will have a high school diploma and at least 1 year in bank operations or customer service, with a professional demeanor and strong client service focus.

Qualifications

• High school diploma or equivalent required.
• 1+ years of bank operations, customer service, admin support or related experience.
• Lending experience preferred but not required.
• Knowledge of relationship banking products and loan documents.
• Front-line role with interaction with executives.

Responsibilities

• Assist Relationship Manager(s) with a portfolio of commercial banking clients, handling routine servicing needs.
• Open and maintain depository services, process loan advances/paydowns, deposits, and wire transfers.
• Handle address changes, check orders, ATM cards, loan payments, and stop payments.
• Provide admin support to the commercial banking team and data entry to loan tracking systems.
• Support expeditious loan requests with lending and middle office teams.
• Gather loan due diligence items with lending teams.
• Perform quality reviews of documents, data and file maintenance.
• Manage all loan post-closing activities and reporting for the portfolio.
• Coordinate with management and other departments to resolve client issues.
• Perform other duties as assigned.

Skills

Customer service

Relationship banking concepts

Professionalism

Attention to detail

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.