Banking Operations Specialist

7 days ago


Scottsdale, Arizona, United States Bank 34 Full time
About Us
Southwest Heritage Bank, formerly known as Bank 34, has a long history of commitment to excellence in customer service. Our mission is to provide a wide range of banking products and services that meet the diverse needs of our customers. With a focus on building long-term relationships, we strive to create a positive and supportive work environment that fosters growth and success.

Job Summary
We are seeking a talented individual to fill the position of Relationship Banker. As a key member of our team, you will play a vital role in promoting bank products and services, building customer relationships, and driving business growth. Your expertise in cash handling, customer service, and sales techniques will enable you to effectively manage customer interactions and resolve issues efficiently.

Duties and Responsibilities
  1. Build and maintain strong relationships with customers to promote bank products and services.
  2. Analyze customer needs and develop personalized solutions to meet their financial goals.
  3. Collaborate with cross-functional teams to drive business growth and improve customer satisfaction.
  4. Process transactions, including deposits, withdrawals, and transfers, while ensuring accurate and timely completion.
  5. Stay up-to-date with industry trends and regulatory requirements to maintain compliance and achieve business objectives.

Qualifications
To succeed in this role, you will require:
  • A high school diploma or equivalent.
  • 2-3 years of experience in customer-facing roles, preferably in banking or finance.
  • Proven track record of delivering exceptional customer service and meeting sales targets.
  • Strong analytical and problem-solving skills, with attention to detail and accuracy.

Benefits and Perks
As an employee of Southwest Heritage Bank, you can expect a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

  • Scottsdale, Arizona, United States Sumitomo Mitsui Financial Group, Inc. Full time

    We are seeking a highly skilled Core Banking Specialist to join our team at Sumitomo Mitsui Financial Group, Inc. As a key member of our core banking team, you will be responsible for ensuring the smooth operation of our digital banking platform.Job OverviewWe work with the flexibility and speed of a start-up. But we also have significant stability and...


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

    About the RoleWe are seeking a Relationship Banking Specialist to join our team at Bank of America. As a Relationship Banking Specialist, you will be responsible for building relationships with clients to meet their financial needs.This role involves accurate and efficient processing of cash transactions for clients, managing financial center traffic,...


  • Scottsdale, Arizona, United States Flagstar Bank Full time

    Job Summary:The Branch Banking Client Consultant I is an exciting opportunity for a driven professional to join Flagstar Bank's team. In this role, you will focus on providing exceptional client experiences, processing transactions accurately, and supporting the team in achieving branch goals. Your primary objective will be to deliver outstanding client...


  • Scottsdale, Arizona, United States Stearns Bank NA. Full time

    We are seeking an experienced Financial Services Specialist to join our team at Stearns Bank NA in Scottsdale, Arizona. As a Universal Banker, you will provide top-notch customer service and financial solutions to our clients.Job DescriptionThis is an In-Office position based out of our Scottsdale branch in Arizona. The starting wage for this role is...


  • Scottsdale, Arizona, United States First International Bank & Trust Full time

    Job Title: Loan Operations SpecialistAbout Us:First International Bank and Trust is a community bank that values its customers and employees alike. We strive to provide excellent service and support to our clients.Salary:The estimated annual salary for this position is around $58,000 - $68,000, depending on qualifications and experience.Key...


  • Scottsdale, Arizona, United States Sumitomo Mitsui Financial Group, Inc. Full time

    At Sumitomo Mitsui Financial Group, Inc., we're seeking a highly skilled Digital Banking Expert to join our team. This role is crucial for ensuring seamless integration and management of our systems, and it requires a proactive and structured individual who can navigate complex technical environments and drive impactful solutions.Job DescriptionWe are...


  • Scottsdale, Arizona, United States SMBC Full time

    The Administrative Assistant will play a key role in supporting our team of seasoned financial services professionals in building a bank from scratch. This is an exciting opportunity to join a close-knit and fun-loving team that is committed to doing things the right way.


  • Scottsdale, Arizona, United States PNC Financial Services Group Full time

    About the CompanyPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences. We are dedicated to helping individuals and families achieve their financial goals, whether it's saving for retirement, buying a home, or planning for the future.Our CultureWe value diversity, equity, and...


  • Scottsdale, Arizona, United States Disability Solutions Full time

    About the CompanyAt Bank of America, we are committed to making a positive impact in the lives of our clients and the communities we serve. Our team is dedicated to delivering exceptional client experiences, fostering long-term relationships, and promoting financial wellness. As a Senior Banker, you will have the opportunity to work with a diverse range of...


  • Scottsdale, Arizona, United States Trajan Wealth LLC Full time

    Job DescriptionThe Client Service Specialist role at Trajan Wealth LLC involves delivering exceptional client service while processing various tasks with precision.Responsibilities:Process financial transactions related to client accounts.Facilitate communication between clients and external banks.Manage RMDs and other account-related duties.Administer...


  • Scottsdale, Arizona, United States Flagstar Bank Full time

    About the Job:We are looking for a Banking Operations Coordinator who can provide top-notch customer service, process transactions efficiently, and support our team in meeting branch goals. As a Client Relationship Specialist, you will be responsible for interacting with clients, resolving issues, and promoting financial products.


  • Scottsdale, Arizona, United States Sumitomo Mitsui Financial Group, Inc. Full time

    Sumitomo Mitsui Financial Group, Inc. is seeking a highly skilled Systems Analyst to join our team in creating a cutting-edge digital bank. We are committed to delivering innovative financial services and products that meet the evolving needs of our customers.Job DescriptionWe are looking for a seasoned professional with extensive experience in the FIS MBP...


  • Scottsdale, Arizona, United States Sonesta International Hotels Full time

    Job OverviewThe Hotel Operations Specialist plays a critical role in ensuring the smooth operation of our hotel's front desk and guest services. This position requires a high level of organization, attention to detail, and excellent communication skills. As a Hotel Operations Specialist, you will be responsible for managing front desk operations,...


  • Scottsdale, Arizona, United States Hose Solutions Inc Full time

    Job Title: Warehouse Operations SpecialistWe are seeking a highly motivated and physically fit individual to join our team as a Warehouse Operations Specialist. This role requires the ability to work outdoors and indoors in all weather conditions.Company Overview:Hose Solutions Inc is a leading supplier of high-performance, lay-flat type, dewatering hoses...


  • Scottsdale, Arizona, United States Applied Biologics Full time

    About the RoleAt Applied Biologics, we are seeking an experienced Packaging Operations Specialist to join our team. This is a full-time opportunity that will be based in [location].Job SummaryThe Packaging Operations Specialist will be responsible for packaging conventional allografts according to company SOPs, FDA, AATB, and state rules and regulations.Key...


  • Scottsdale, Arizona, United States Early Warning Full time

    Job OverviewWe are seeking a highly skilled Payment Operations Specialist to join our team at Early Warning. As a Payment Operations Specialist, you will be responsible for overseeing BAU activities, providing production application, system, and network support, and ensuring processing jobs are completed as scheduled.This is an exciting opportunity to work...


  • Scottsdale, Arizona, United States Meritage Homes Full time

    Job ResponsibilitiesThe Sr. Cloud Engineer / IT Operations Specialist will be responsible for designing, implementing, and managing Microsoft Azure environments, including subscriptions, management groups, resources, and services. You will also assist with support of data center environments, servers, applications, and enterprise software systems.Your duties...


  • Scottsdale, Arizona, United States Lumifi Cyber Full time

    Job OverviewLumifi Cyber is seeking an experienced Cybersecurity Operations Specialist to join our team. This role will involve designing and implementing best-practice-based configurations and customizations on customer systems with LogRhythm.


  • Scottsdale, Arizona, United States Trajan Wealth LLC Full time

    Service Operations SpecialistTrajan Wealth LLC seeks a highly motivated Service Operations Specialist to join our team. This role involves providing exceptional customer service, processing service items, and assisting with administrative tasks. If you are a detail-oriented individual with excellent communication skills, we encourage you to apply.About the...


  • Scottsdale, Arizona, United States PBM Group Full time

    Job Summary:PBM Group, a forward-thinking organization committed to excellence and innovation, is seeking a skilled Senior Financial Operations Specialist. This pivotal role will oversee and refine the company's financial operations, ensuring accuracy, efficiency, and strategic decision-making.