Business Banking Specialist - Central Avenue/Phoenix (AZ)

Essential Functions

• Responsible for contacting, managing and growing existing, non-portfolio, business relationships at one or more branches.
• Focuses include originating small businesses loans, deposits, Treasury Management/Select and Merchant solutions.
• May develop, generate and follow-up with prospective business leads within the market.
• Understanding business client needs through Needs Assessments and proactive follow up utilizing Salesforce.
• Other duties include performing full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• Duties may include new consumer accounts and consumer loans.
• Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
• Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

Qualifications

• High School diploma or equivalent with 2+ years of banking and/or business development experience.
• Strong sales, relationship management and organizational skills.
• Knowledge of business banking services including loans, deposits, TM, Merchant Services and credit cards.
• Ability to call, meet and interview business customers and prospects to provide needs-based recommendations and solutions.
• Previous experience in a financial sales representative-oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Basic knowledge of business and consumer lending applications.
• Proven customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Solid mathematical, problem-solving and negotiation skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
• ServiceNow familiarity and use is highly recommended.

Bilingual Proficiency

Bilingual proficiency in English and Spanish languages, is preferred.

Schedule

Monday – Friday: 8:15 AM – 5:15 PM; 40 hours/week

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.