Business Banking Specialist - Gainey/Scottsdale (AZ)
California Bank & Trust
Business Banking Specialist
NBAZ is looking for an experienced Business Banking Specialist to join Arizona's #1 Community Bank in our Gainey/Scottsdale branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
- Responsible for contacting, managing and growing existing, non-portfolio, business relationships at one or more branches.
- Focuses include originating small businesses loans, deposits, Treasury Management/Select and Merchant solutions.
- May develop, generate and follow-up with prospective business leads within the market.
- Understanding business client needs through Needs Assessments and proactive follow up utilizing Salesforce.
- Other duties include performing full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
- Duties may include new consumer accounts and consumer loans.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
- Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Qualifications:
- High School diploma or equivalent with 2+ years of banking and/or business development experience.
- Strong sales, relationship management and organizational skills. Knowledge of business banking services including loans, deposits, TM, Merchant Services and credit cards.
- Ability to call, meet and interview business customers and prospects to provide needs-based recommendations and solutions.
- Previous experience in a financial sales representative-oriented role preferred.
- Working knowledge of mathematical calculations and standard banking products, services and transactions.
- Basic knowledge of business and consumer lending applications.
- Proven customer service, interpersonal and communication skills, both verbal and written.
- Effective selling, cross-selling and referral skills.
- Solid mathematical, problem-solving and negotiation skills.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
- Salesforce familiarity and use is highly recommended.
- Bilingual proficiency in English and Spanish languages, is preferred. Schedule: Monday Friday: 8:15 AM 5:15 PM; 40 hours/week
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.
Vacancy posted 3 days ago
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