CareerPlan

Sr. Relationship Banker - Biltmore

Phoenix, AZ, USFull-time2026-09-29 → 2026-11-11
Based in United States

Core

Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan products via in-person, appointment, and virtual channels.

Role type

Senior Relationship Banker

Builds

Consumer and business banking accounts, service requests, and credit applications

Domain

Retail Banking / Financial Services

Deliverable

product features

Required skills

proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)

Preferred skills

sales campaign experience, self-service technology demonstration, advanced retail product knowledge

Technologies

digital banking platforms, self-service technologies, NMLS registration systems

Responsibilities

Greet clients and process basic transactions, open new consumer and business accounts, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members

Seniority

Senior, hands-on IC