Private Banking Relationship Manager

2 weeks ago

Scottsdale, United States BankTalent HQ Full time

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.
  • FINRA Licensing is highly recommended (SIE, Series 7, Series 66 and State Life/Health Insurance)
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.

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