Business Banking Relationship Manager - Tempe (AZ)

Zions Bancorporation•Phoenix, AZ

6d•Onsite

About The Position

National Bank of Arizona is seeking an experienced Business Banking Relationship Manager to lead market expansion efforts in the Tempe area. The ideal candidate will have a passion for business prospecting, team building, and client relationship development, along with local business savvy and experience in Tempe and its surrounding communities. The bank emphasizes a collaborative and inclusive workplace culture, focusing on providing employees and customers with the best possible environment to thrive.

Requirements

Proven sales and relationship management experience in Phoenix and surrounding markets.
Working knowledge of sales techniques, banking products and services.
Working knowledge of banking products and procedures, consumer and commercial credit structuring.
Demonstrated knowledge in one or more of the following areas: personal cash flow, financial accounting, commercial loans to small businesses and tax analysis.
Demonstrated interpersonal communication skills and commitment to a high degree of service quality.
Knowledge of client contact areas of the Bank including investments, trust, commercial lending, and mortgage.
Must be independent and display sound judgment.
Intermediate word processing and spreadsheet software experience is required.

Nice To Haves

A Bachelor’s degree in a related field.
A minimum of 3+ years experience in business banking, business development, banking operations, and/or other directly related experience.
Local candidates are highly preferred.
Strong credit analysis skills in commercial lending.
SBA lending experience.
Bilingual proficiency in English and Spanish languages.

Responsibilities

Develop, grow, and retain a portfolio of Business Banking relationships.
Source new clients and maintain existing relationships.
Grow and drive new acquisitions within the assigned banking center through centers of influence, such as CPAs, Attorneys, and existing client base.
Recommend appropriate solutions to clients as a trusted advisor to meet their objectives.
Meet assigned revenue goals based on campaigns, deposit products, and other referrals.
Build knowledge with each assigned client by completing an in-depth profile of their business and develop/manage a relationship plan for each client.
Ensure client requests are met by handling them directly and/or referring to the appropriate resource.
Meet or exceed Key Performance Measures, as established by the Business Banking team, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
Perform other duties as assigned.