Relationship Banker
3 weeks ago
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
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