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Relationship Banking Specialist - Biltmore/Phoenix (AZ)

California Bank & Trust

Relationship Banking Specialist

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.
California Bank & Trust
Vacancy posted 3 days ago
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