Relationship Banking Specialist - Biltmore/Phoenix (AZ)

Zions Bancorporation; Phoenix (AZ); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

401(k) Plan

Paid Holidays

Tuition Reimbursement

Job summary

National Bank of Arizona, a division of Zions Bancorporation, N.A., seeks a Relationship Banking Specialist for the Biltmore/Phoenix (AZ) area. The role supports Relationship Managers in servicing a portfolio of commercial clients, handling depository services, loans, transfers, and related activities.

Open to candidates with 1+ years in banking operations or lending, offering comprehensive benefits and a clear path in community banking.

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, 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.

Responsibilities

• 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.

Skills

Relationship banking concepts

Customer service

Professionalism

Bank operations

Education

High School degree or equivalent

Tools

Loan tracking systems

Job description

Relationship Banking Specialist - Biltmore/Phoenix (AZ)

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.

• 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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include “Accommodation needed” in the subject line to ensure your information is routed to the appropriate contact.

National Bank of Arizona a division of Zions Bancorporation, N.A. Member FDIC