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Zions Bank

Offers retail and commercial banking services

Business Banking Specialist (Banking Representative)

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USANo salary listedIn-person

About the Job

Requirements

  • High school diploma or equivalent and at least 2 years of banking and/or business development experience.
  • Knowledge of business banking services, including loans, deposits, Treasury Management, Merchant Services, and credit cards.
  • Ability to call, meet, and interview business customers and prospects to provide needs-based recommendations and solutions.
  • 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 verbal and written communication skills.
  • Effective selling, cross-selling, and referral skills.
  • Solid mathematical, problem-solving, and negotiation skills.
  • Strong attention to detail and time management.
  • Proficiency in basic computer skills.

Responsibilities

  • Contact, manage, and grow existing non-portfolio business relationships at one or more branches.
  • Originate small business loans, deposits, Treasury Management/Select, and Merchant solutions.
  • Develop, generate, and follow up with prospective business leads within the market, as needed.
  • Understand business client needs through needs assessments and proactive follow-up using Salesforce.
  • Perform full-service banking services for new and existing branch customers, primarily focused on sales and service.
  • Open new consumer accounts and provide consumer loans, as needed.
  • Resolve client concerns directly or refer clients to an appropriate bank department resource.
  • Make appropriate referrals for other bank products and services, including commercial lending products.

Desired Qualifications

  • Previous experience in a financial sales representative-oriented role.
  • Familiarity with and use of Salesforce is highly recommended.
  • Bilingual proficiency in English and Spanish.

About the Company

Zions Bank

Offers retail and commercial banking services

Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Salt Lake City, UT
Founded
1873

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