Private Banking Relationship Manager - Phoenix and/or Scottsdale (AZ)

Zions Bancorporation • Scottsdale, AZ • 4h ago

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 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 Bachelor's 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.

Req ID: 068978

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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