What are the responsibilities and job description for the Business Banking Relationship Manager – Phoenix (AZ) position at National Bank of Arizona?
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 40 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 an experienced Business Banking Relationship Manager with a talent and passion for business prospecting, team building, and client relationship development to lead market expansion efforts in the Phoenix area.
Top candidates will have a local business savvy and experience within Phoenix and its neighboring communities.
Essential Functions:
A Bachelor’s degree in a related field and a minimum 3 years experience in business banking, business development, banking operations, and/or other directly related experience is highly preferred. A combination of education and experience may meet requirements.
We are looking for an experienced Business Banking Relationship Manager with a talent and passion for business prospecting, team building, and client relationship development to lead market expansion efforts in the Phoenix area.
Top candidates will have a local business savvy and experience within Phoenix and its neighboring communities.
Essential Functions:
- Develop, grow, and retain a portfolio of Business Banking relationships.
- Responsible for sourcing new clients and maintain existing relationships.
- Grow and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, Attorneys, and existing client base.
- Recommend the appropriate solutions to clients as a trusted advisor to meet the client’s objectives.
- Meet assigned revenue goals based on campaigns deposit products, and other referrals.
- Build knowledge with each assigned client by completing an in-depth profile of business and develop/manage a relationship plan for each client.
- Ensure client requests are met by handling them directly and/or referring to appropriate resource.
- Meet or exceed Key Performance Measures, as established by the Business Banking team, including but not limited to, portfolio growth, revenue/profitability,
- retention, and customer satisfaction key metrics.
- Other duties as assigned.
A Bachelor’s degree in a related field and a minimum 3 years experience in business banking, business development, banking operations, and/or other directly related experience is highly preferred. A combination of education and experience may meet requirements.
- Local candidates are highly preferred. Must have proven sales and relationship management experience in Phoenix and surrounding markets.
- Strong credit analysis skills in commercial lending highly preferred.
- SBA lending experience is a plus!
- Working knowledge of sales techniques, banking products and services.
- Working knowledge of banking products and procedures, consumer and commercial credit structuring.
- Must demonstrate knowledge in one or more of the following areas: personal cash flow, financial accounting, commercial loans to small businesses and tax analysis.
- Must have demonstrated interpersonal communication skills and commitment to a high degree of service quality.
- Knowledge of client contact areas of the Bank including investments, trust, commercial lending, and mortgage.
- Must be independent and display sound judgment.
- Intermediate word processing and spreadsheet software experience is required.
- Bilingual proficiency in English and Spanish languages, is a plus.
- 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.