Private Banking Relationship Manager - Gainey/Scottsdale (AZ)
- 📁
- Private Banking
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- National Bank of Arizona
- 📅
- 065329 Requisition #
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 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 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.
We are looking for a Private Banking Relationship Manager in Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients.
Essential Functions:
- Acts as the principal account and relationship manager for new and existing clients.
- Focuses on generating, managing and servicing a portfolio of clients.
- Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Responsible for maintaining a high level of client satisfaction.
- Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
- Calls on existing relationships to review portfolios and makes recommendations as needed.
- Other duties as assigned.
Qualifications:
- Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
- Basic knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
- Ability to display sound judgment.
- Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
- Basic knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
- Solid interpersonal and communication skills, both verbal and written.
- Commitment to a high degree of service quality.
- Intermediate computer skills including word processing and spreadsheet software.
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 including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
This position will be open until filled.
To review our Benefits Summary click here.
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 careers@zionsbancorp.com 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.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
Click here to view our Pay Transparency Notice.