Business Banking Specialist (Banking Representative) - Tempe (AZ)
About The Position
National Bank of Arizona is hiring an experienced Business Banking Specialist (Banking Representative) for its Tempe branch. The role focuses on contacting, managing, and growing existing non-portfolio business relationships at one or more branches, while providing full-service banking to new and existing customers. The specialist primarily supports sales and service, helping business clients identify needs and recommending appropriate solutions across lending, deposits, Treasury Management, and Merchant Services. The role may also involve developing prospective business leads, opening consumer accounts, handling consumer loans, addressing client concerns, and referring customers to other bank departments or products.
Requirements
- High school diploma or equivalent.
- At least 2 years of banking and/or business development experience.
- Strong sales, relationship management, and organizational skills.
- Knowledge of business banking services, including loans, deposits, Treasury Management, Merchant Services, and credit cards.
- Ability to call, meet, and interview business customers and prospects to provide needs-based recommendations and solutions.
- 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 verbal and written communication skills.
- Effective selling, cross-selling, and referral skills.
- Solid mathematical, problem-solving, and negotiation skills.
- Strong attention to detail and time management.
- Proficiency in basic computer skills.
Nice To Haves
- Previous experience in a financial sales representative-oriented role.
- Familiarity with and use of Salesforce is highly recommended.
- Bilingual proficiency in English and Spanish.
Responsibilities
- Contact, manage, and grow existing non-portfolio business relationships at one or more branches.
- Originate small business loans and support deposits, Treasury Management/Select, and Merchant solutions.
- Develop, generate, and follow up with prospective business leads within the market as needed.
- Understand business client needs through needs assessments and proactive follow-up using Salesforce.
- Perform full-service banking services for new and existing branch customers, primarily focused on sales and service.
- Handle duties that may include opening new consumer accounts and processing consumer loans.
- Resolve client concerns directly or refer clients to an appropriate bank department resource.
- Make appropriate referrals for other bank products and services, including commercial lending products.
Benefits
- Medical, dental, and vision insurance starting day one.
- Life and disability insurance.
- Paid parental leave and adoption assistance.
- Health Savings Account, Flexible Spending Account, and dependent care accounts.
- Paid training.
- Paid time off.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
