Relationship Banker

Job Title : Relationship Banker

Relationship Banker

Location : AZ - Chandler 3075

AZ - Chandler 3075

What you'll do :

The Relationship Banker is responsible for managing a portfolio of clients consisting of property management companies and self-managed communities.

They will be knowledgeable of treasury management products, quickly learning HOA products and services. The Banker will train clients on how to use bank products as well as provide troubleshooting and assistance with client’s software and integration.

They will provide excellent customer service, accurate information, build client trust, and navigate challenging situations and tasks.

What we are looking for :

• Account opening and closing, including but not limited to CDARS, ICS, Credit Cards, Debit Cards, Checking and Money Market accounts.
• Utilize all applicable department resources to assist clients with account / payment research and lockbox inquiries.
• Assist with all aspects of association transitions between management companies.
• Utilize daily reports to ensure that insufficient funds and non-posted transactions are processed following established procedures by expected deadlines.
• Provide excellent customer service in line with the department’s standards and client expectations.
• Use systems and tracking tools to remain organized, ensure completion of all requests, and deliver exceptional client experiences.

Strong task management and professionalism is essential.

• Collaborate in a team structure and assist other members of the team to balance workload, actively supporting the team to achieve performance goals.
• Maintain a working knowledge of related federal banking regulations and bank policies / procedures.
• Build trust and relationships with clients as well as the Sales Team to ensure organic growth of deposits.
• Actively participate in bank training and demonstrate retention of learned knowledge.

What you need to have :

• Bachelor's degree in related field required, plus 1+ years of related experience in retail, commercial, HOA banking, treasury management services, or 2+ years of related experience in retail, commercial, HOA banking or treasury management services.
• Strong oral and written communication skills. Ability to convey ideas and thoughts with clarity, confidence, and respectfulness.
• Some knowledge of general banking, including an understanding of banking products, services, regulations, policies, and procedures, with knowledge of HOA Administration preferred.
• Must be flexible and adapt quickly to change, displaying a strong openness to feedback and continuous learning.
• Ability to work independently and in a team environment, prioritize tasks, and remain organized.
• Proficiency with MS Office suite.

Benefits you’ll love :

We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.

In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!