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Relationship Banking Specialist (AZ)

Phoenix, AZ

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Ideal candidates will have the skills and experience necessary to work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products.

Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.

Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.

Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems.

Work with our lending and middle office teams to support expeditious loan requests.

Work with the lending teams to gather all pertinent loan due diligence items

Perform all quality reviews of legal documentation, system data and file maintenance requests.

Responsible for managing all loan post-closing activities

Responsible for managing all reporting requirements for the assigned portfolio

Partner with management and other bank departments to research client issues and ensure timely resolution.

Perform other duties as assigned.

Job Requirements


Requires a High School degree or equivalent.

Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.

1+ years of bank operations, customer service, administrative support or other directly related experience.

Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs.

Superior level of professionalism is necessary as this is a "front-line" position with daily interaction with Executive Leadership.

Exceptional customer service is required in maintaining portfolios of "high-touch" Business Executives

***Currently work from home***

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