1 день назад
Relationship Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Treasury Management/Commercial Banking): Managing client portfolios for property management companies and self-managed communities, supporting account operations, payment research, lockbox inquiries, and client software integrations with an accent on treasury management products and banking compliance. Focus on training clients, troubleshooting integrations, processing account transactions, and building trusted relationships that support deposit growth.
Location: Chandler, Arizona, United States; full-time onsite role
Company
is a nationwide commercial bank operating through multiple legacy banking brands and affiliated financial services businesses.
What you will do
- Manage a portfolio of property management companies and self-managed communities.
- Learn, explain, and support treasury management products, including client training and software integration troubleshooting.
- Support account opening and closing for products such as CDARS, ICS, credit cards, debit cards, checking, and money market accounts.
- Research account payments, handle lockbox inquiries, and assist with association transitions between management companies.
- Process insufficient-funds and non-posted transactions using daily reports, established procedures, and tracking tools.
- Collaborate with Operations and Sales teams, support workload balancing, and build client relationships that contribute to deposit growth.
Requirements
- At least 1 year of experience in treasury management sales, branch banking operations, or a similar field.
- High school diploma required; a related bachelor's degree is preferred.
- Entry-level knowledge of banking operations, deposit operations, loan administration, treasury management, or commercial banking products.
- Entry-level knowledge of banking regulations, legal compliance obligations, industry standards, and internal policies.
- Proficiency with Microsoft Office, strong organization and prioritization skills, and the ability to work independently and collaboratively.
- Intermediate speaking and writing communication skills, with flexibility to adapt to change.
Culture & Benefits
- Medical and dental insurance.
- Paid time off and a 401(k) matching program.
- Competitive salary and an ownership stake in the company.
- Tuition assistance, employee volunteer opportunities, and a wellness program.
- Training and hands-on exposure to business operations and financial management.
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