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AAB Relationship Banker - Chandler Arizona
Company: Disability Solutions Location: Chandler, Arizona
Posted On: 01/23/2025
Job Title:AAB Relationship BankerLocation:AZ - Chandler 3075What 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. - 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'll need:
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