What are the responsibilities and job description for the Private Banking Relationship Manager - Gainey/Scottsdale (AZ) position at Zions Bancorporation?
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 Bank Relationship Manager in Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients.
The ideal candidate will have the experience necessary to:
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.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
Mileage compensation for travel.
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus, some roles include mileage travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
Req ID: 060010
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at
Click here to view applicable Federal, State and/or local employment law posters.
We are looking for a Private Bank Relationship Manager in Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients.
The ideal candidate will have the experience necessary to:
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.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
Mileage compensation for travel.
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus, some roles include mileage travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
Req ID: 060010
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at
(801) 844-7628
, Mon.-Fri. between 9 a.m. - 5 p.m. MST.Click here to view applicable Federal, State and/or local employment law posters.
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