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Private Banking Relationship Manager Phoenix andor Scottsdale (AZ)

Private Banking Relationship Manager Phoenix andor Scottsdale (AZ)

National Bank of ArizonaScottsdale, Arizona, USA
10 hours ago
Job type
  • Full-time
Job description

At National Bank of Arizona were 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 hasnt 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 Phoenix or Scottsdale AZ . This role acts as the principal account and relationship manager for new and existing clients.

Essential Functions :

  • Works as a team to holistically deliver all services of wealth management.
  • Focuses on building a portfolio of high net worth clients by leveraging your external network.
  • Responsible for generating retaining and expanding business in the following areas : loan and deposit products investment and trust referrals commercial business referrals.
  • Responsible for credit analysis and proper loan structuring.
  • Ability to build strong trusting internal partnerships.
  • 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 make recommendations as needed.
  • Other duties as assigned.

Qualifications :

  • Requires a Bachelors and with 6 years experience with lending investments sales banking products and services or other directly related experience. A combination of education and experience may meet requirements.
  • Advanced knowledge of banking commercial lending mortgages investments trusts affinity and insurance products and services.
  • Ability to display sound judgment.
  • Strong sales self-management credit analysis loan structuring and relationship management skills.
  • Knowledge in financial planning enabling recognition of investments brokerage sales and referral possibilities.
  • Excellent interpersonal and communication skills both verbal and written.
  • Commitment to a high degree of proactive service quality.
  • Intermediate computer skills including Salesforce excel word processing and spreadsheet software.
  • FINRA Licensing is a plus but not necessary (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 include coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.
  • Required Experience :

    Manager

    Key Skills

    Focus,CFA,Corporate Strategy,Flash,AC Maintenance,AV

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Relationship Manager • Scottsdale, Arizona, USA

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