Relationship Banker

3 weeks ago


Chandler, United States TalentCompass Full time
*Company Background*

If you want to know about the requirements for this role, read on for all the relevant information.

Our client stands out as a premier banking institution in the United States, boasting over $80B in assets. Known for its exceptional local expertise and personalized financial solutions, the bank excels in delivering customized services tailored to the needs of both businesses and individuals.

*The Position*

As a Relationship Banker you’ll serve as a trusted advisor and point of contact for property management companies and self-managed communities, including HOA managing accounts of up to $100M.

Primary responsibilities include:
* Manage client portfolios and identify needs to deliver tailored solutions.
* Oversee account activities, including opening/closing accounts such as CDARS, ICS, Credit Cards, and Checking.
* Facilitate transitions between management companies and assist with account/payment research and lockbox inquiries.
* Process transactions from daily reports, ensuring compliance with procedures and deadlines.
* Provide top-tier customer service, maintain compliance with regulations, and collaborate with the Lockbox team for error-free validation.

*Qualifications and Candidate Background*

The ideal candidate will have:
* 4+ years of total work experience OR bachelor’s degree plus 1+ years of total work experience.
* Experience in a client or customer-facing role.
* Outstanding oral and written communication skills. Ability to convey ideas and thoughts with clarity, confidence, and respectfulness.
* Some knowledge of general banking preferred.

*Location*

This position is on-site in Chandler, AZ.

While we appreciate and review all applications, we are only able to respond to qualified applicants. Thank you for your understanding.

Job Type: Full-time

Work Location: In person
  • Relationship Manager

    2 weeks ago


    Chandler, Arizona, United States Western Alliance Bank Full time

    Job Summary:The Relationship Banker at Western Alliance Bank is responsible for managing a portfolio of clients consisting of property management companies and self-managed communities. They will be knowledgeable of treasury management products, quickly learning HOA products and services.Key Responsibilities:Manage a portfolio of clients, providing...

  • Call Center Banker

    3 weeks ago


    chandler, United States Russell Tobin Full time

    Job DescriptionPosition: Call Center BankerLocation: Chandler, AZType: Full TimeSalary: $20 to 26/hr Summary:As a Call Center Banker, you will be responsible for connecting clients with a variety of financial solutions to help them achieve their goals. Your duties will involve balancing customer service requests with sales opportunities, offering expert...

  • Call Center Banker

    3 weeks ago


    chandler, United States Russell Tobin Full time

    Job DescriptionPosition: Call Center BankerLocation: Chandler, AZType: Full TimeSalary: $20 to 26/hr Summary:As a Call Center Banker, you will be responsible for connecting clients with a variety of financial solutions to help them achieve their goals. Your duties will involve balancing customer service requests with sales opportunities, offering expert...

  • Call Center Banker

    5 days ago


    Chandler, United States Russell Tobin Full time

    Job DescriptionPosition: Call Center BankerLocation: Chandler, AZType: Full TimeSalary: $20 to 26/hr Summary:As a Call Center Banker, you will be responsible for connecting clients with a variety of financial solutions to help them achieve their goals. Your duties will involve balancing customer service requests with sales opportunities, offering expert...

  • Call Center Banker

    3 weeks ago


    Chandler, United States Russell Tobin Full time

    Job DescriptionPosition: Call Center BankerLocation: Chandler, AZType: Full TimeSalary: $20 to 26/hr Summary:As a Call Center Banker, you will be responsible for connecting clients with a variety of financial solutions to help them achieve their goals. Your duties will involve balancing customer service requests with sales opportunities, offering expert...


  • Chandler, Arizona, United States TalentCompass Full time

    About TalentCompassTalentCompass is a premier banking institution in the United States, boasting over $80B in assets. We are known for our exceptional local expertise and personalized financial solutions, delivering customized services tailored to the needs of both businesses and individuals.The PositionAs a Relationship Banker, you will serve as a trusted...

  • Call Center Banker

    2 weeks ago


    Chandler, United States CRD Careers Full time

    CRD Careers has partnered with a leader in the banking industry in their search for Client Solutions Specialists.This role is responsible for connecting clients with solutions that to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities are experts on financial solutions probe to...


  • Chandler, Arizona, United States GTN Technical Staffing Full time

    Job OverviewBilingual Customer Service Banker (Spanish)KEY DETAILSLocation: Chandler, AZ; ONSITEEmployment Type: Direct HireCompensation: Based on experience (Up to $26/hour)Eligibility: US Citizens or Green Card Holders ONLYOur organization is seeking a Bilingual Customer Service Banker to enhance our client relations.Position Responsibilities:This role...


  • Chandler, United States CRD Careers Full time

    Job DescriptionJob DescriptionCRD Careers has partnered with a leader in the banking industry in their search for Client Solutions Specialists.This role is responsible for connecting clients with solutions that to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on...


  • Chandler, Arizona, United States Bank of America Full time

    Position Title: Bilingual Spanish Call Center BankerLocation: Chandler, AZOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which reflects our dedication to our clients, employees, communities, and shareholders.We strive to create a diverse and inclusive...


  • Chandler, Arizona, United States Bank of America Full time

    Position Title: Bilingual Spanish Call Center BankerLocation: Chandler, AZOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our service to clients, colleagues, communities, and stakeholders.We strive to create an inclusive and...


  • Chandler, United States Pinnacle Lending Group Inc Full time

    Job DescriptionJob DescriptionAre you tired of the corporate structure? Tired of losing clients to better pricing? If so, we have the place for you!Job Description:You will participate in business development activities and develop/maintain contacts with fellow employees, realtors, builders and developers to solicit new business or better serve existing...


  • Chandler, Arizona, United States GTN Technical Staffing Full time

    Job OverviewPosition: Customer Service Banker (Bilingual - Spanish Required)Employment Type: Full-Time (Permanent)Compensation: $21 - $25 per hourLocation: Chandler, AZRole Summary:This position is dedicated to establishing connections with clients and providing a comprehensive range of banking solutions to assist them in achieving their financial...

  • CALL CENTER BANKER

    1 month ago


    Chandler, United States GTN Technical Staffing Full time $21 - $25

    Job DescriptionJob DescriptionCALL CENTER BANKER (BIINGUAL REQUIRED - SPANISH)DURATION: FTE (PERM)RATE: $21HR-$25HRLOCATION: CHANDLER, AZ Job Description:This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales...


  • Chandler, Arizona, United States Russell Tobin Full time

    Job OverviewPosition: Call Center BankerLocation: Chandler, AZType: Full TimeSalary: $20 to 26/hrSummary:As a Call Center Banker at Russell Tobin, you will play a vital role in connecting clients with tailored financial solutions to help them achieve their goals. Your duties will involve balancing customer service requests with sales opportunities, offering...


  • Chandler, Arizona, United States Bank of America Full time

    Job DescriptionJob Title: Bilingual Spanish Call Center BankerJob Summary:We are seeking a highly skilled and motivated Bilingual Spanish Call Center Banker to join our team at Bank of America. As a key member of our customer service team, you will be responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their...


  • Chandler, Arizona, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Quality Talent Group. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Engagement: Support customer...


  • Chandler, Arizona, United States Heartland Financial USA, Inc. Full time

    About the RoleAt Heartland Financial USA, Inc., we are seeking a highly skilled and experienced Wealth Advisor to join our team. As a trusted advisor to high net worth clients and businesses, you will play a critical role in building and growing wealth management relationships.Key ResponsibilitiesClient Acquisition and RetentionAcquire, expand, and retain...


  • Chandler, Arizona, United States Bank of America Full time

    Job Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We believe that Responsible Growth is essential for our success, allowing us to serve our clients, colleagues, communities, and shareholders effectively.Creating a supportive work environment is a priority for us, and we are committed to fostering...


  • Chandler, Arizona, United States Heartland Financial USA, Inc. Full time

    Heartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a prominent financial services organization, we are...