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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:

  1. Responsible for contacting, managing and growing existing, non-portfolio, business relationships at one or more branches.
  2. Focuses include originating small businesses loans, deposits, Treasury Management/Select and Merchant solutions.
  3. May develop, generate and follow-up with prospective business leads within the market.
  4. Understanding business client needs through Needs Assessments and proactive follow up utilizing Salesforce.
  5. Other duties include performing full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
  6. Duties may include new consumer accounts and consumer loans.
  7. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
  8. 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.
California Bank & Trust
Vacancy posted 3 days ago
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