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Relationship Banking Associate Jobs in Arizona (NOW HIRING)

Agility 360

Customer Service Associate (Banking)

Chandler, AZ · On-site

$14.25 - $19.75/hr

Customer Service Associate (Banking) - Chandler, AZ Agility 360 is searching for experienced ... Provide relationship banking support to maintain and strengthen client relationships * Handle and ...

Agility 360

Customer Service Associate (Banking)

Chandler, AZ · On-site

$14.75 - $20.50/hr

Customer Service Associate (Banking) - Chandler, AZ Agility 360 is searching for experienced ... Provide relationship banking support to maintain and strengthen client relationships * Handle and ...

Bank of America

Relationship Banker

Phoenix, AZ · On-site

$17.75 - $23.25/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Phoenix, AZ · On-site

$18.25 - $24/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Cave Creek, AZ · On-site

$19 - $24.75/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ · On-site

Responsible for ensuring that clients' entire banking relationship needs are met by making ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ

Responsible for ensuring that clients' entire banking relationship needs are met by making ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Bank of America

Relationship Banker

Glendale, AZ

$18.50 - $24/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

New

Bank of America

Relationship Banker

Cave Creek, AZ

$19 - $24.75/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

First Western

VP, Relationship Banker II

Scottsdale, AZ · On-site

$83K - $117K/yr

Experience working with banking and credit software. * Experience with CRM systems. * Strong ... Experience mentoring or supporting less experienced associates. * Comfortable representing the Bank ...

First Western

VP, Relationship Banker II

Scottsdale, AZ · On-site

$83K - $117K/yr

Experience working with banking and credit software. * Experience with CRM systems. * Strong ... Experience mentoring or supporting less experienced associates. * Comfortable representing the Bank ...

First Western

VP, Relationship Banker II

Scottsdale, AZ · On-site

$83K - $117K/yr

Experience working with banking and credit software. * Experience with CRM systems. * Strong ... Experience mentoring or supporting less experienced associates. * Comfortable representing the Bank ...

First Western

VP, Relationship Banker II

Scottsdale, AZ · On-site

$83K - $117K/yr

Experience working with banking and credit software. * Experience with CRM systems. * Strong ... Experience mentoring or supporting less experienced associates. * Comfortable representing the Bank ...

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All JobsRelationship Banking Associate JobsRelationship Banking Associate Jobs in Arizona

Relationship Banking Associate information

What is a relationship banking associate?

A Relationship Banking Associate is a banking professional who works directly with clients to manage their financial needs, build long-term customer relationships, and provide personalized banking solutions. They assist customers with opening accounts, processing transactions, and offering advice on products like loans, credit cards, and investment options. Relationship Banking Associates play a crucial role in providing excellent customer service, identifying sales opportunities, and ensuring customer satisfaction. Their goal is to help clients achieve their financial objectives while supporting the bank's growth and retention strategies.

What are the key skills and qualifications needed to thrive as a relationship banking associate?

To thrive as a Relationship Banking Associate, you need strong customer service abilities, sales acumen, and a solid understanding of banking products, typically supported by a high school diploma or associate degree. Familiarity with core banking systems, CRM software, and digital banking platforms is essential. Excellent communication, problem-solving, and interpersonal skills help build trust and lasting relationships with clients. These competencies are vital for providing personalized service, meeting sales goals, and enhancing customer satisfaction within a competitive financial environment.

What are some common challenges relationship banking associates face when managing client portfolios?

Relationship Banking Associates often encounter the challenge of balancing personalized service with managing a large volume of client accounts. Staying updated on a diverse range of financial products and regulations is key, as clients expect informed guidance tailored to their specific needs. Additionally, associates must navigate fluctuating client demands and economic changes, while collaborating closely with internal teams such as lending officers and financial advisors to deliver comprehensive solutions. Strong communication and organizational skills are essential to address these challenges effectively and build lasting client relationships.

What is the difference between Relationship Banking Associate vs Personal Banker?

AspectRelationship Banking AssociatePersonal Banker
CredentialsTypically requires a high school diploma or equivalent; some roles prefer relevant financial certificationsSimilar credential requirements; often requires FINRA licenses for certain services
Work EnvironmentBank branches, customer service areas, team-oriented settingsBank branches, customer-facing roles, sales-driven environment
Employer & Industry UsageUsed by retail banks, credit unions, financial institutionsCommonly used by retail banks, credit unions, financial institutions
Comparison FocusFocuses on building long-term client relationships and cross-sellingFocuses on providing banking services and account management

The main difference between a Relationship Banking Associate and a Personal Banker lies in their focus. Relationship Banking Associates emphasize building long-term client relationships and cross-selling financial products, while Personal Bankers primarily handle day-to-day banking transactions and account services. Both roles require similar credentials and work in comparable environments within retail banking institutions.

Do relationship banking associates make good money?

Relationship banking associates typically earn a base salary that ranges from $35,000 to $60,000 annually, with potential for bonuses and commissions based on performance. Compensation can vary depending on experience, location, and the financial institution, and the role often requires strong customer service and sales skills.

Is a relationship banking associate an entry-level position?

A relationship banking associate is often considered an entry-level role in banking, typically requiring a high school diploma or bachelor's degree and providing on-the-job training. The position involves customer service, basic financial knowledge, and relationship-building skills, making it suitable for those starting their banking careers.

What are popular job titles related to Relationship Banking Associate jobs in Arizona?

For Relationship Banking Associate jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Relationship Banking Associate jobs in Arizona look for?

The top searched job categories for Relationship Banking Associate jobs in Arizona are:

What cities in Arizona are hiring for Relationship Banking Associate jobs?

Cities in Arizona with the most Relationship Banking Associate job openings:

Relationship Banking Associate jobs near you
Infographic showing various Relationship Banking Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Customer Service Associate (Banking)

Agility 360

Chandler, AZ

$14.25 - $19.75/hr

Full-time, Contractor

Re-posted 10 days ago

Job description

Job Openings >> Customer Service Associate (Banking)
Customer Service Associate (Banking)
Summary
Title: Customer Service Associate (Banking) ID: 1850 Location: Chandler, AZ
Description
Customer Service Associate (Banking) - Chandler, AZ
 
Agility 360 is searching for experienced Customer Service Associates for a contract position with our client located in Chandler, AZ. The ideal candidates will posses a strong background in call center and customer service, with experience in Banking -  Home Owners Associations (HOAs) experience is also preferred. As an integral part of the team, you will hold a pivotal role connecting with clients to deliver exceptional customer service. Your dedication to service excellence will be unwavering, and you'll find fulfillment in embracing challenges that allow your exceptional attention to detail and critical thinking skills to shine. Your primary responsibilities will include supporting onboarding, relationship banking support, handling inbound and outbound calls, treasury & payments (ACH, wires, positive pay, lockbox), and exception processing.
Job Responsibilities:
  • Deliver exceptional customer service by interacting directly with clients via inbound and outbound calls, chats, and emails
  • Support customer onboarding processes and ensure a smooth experience
  • Provide relationship banking support to maintain and strengthen client relationships
  • Handle and resolve customer inquiries, issues, and service requests in a timely manner
  • Manage treasury and payment operations, including ACH transactions, wire transfers, positive pay, and lockbox services
  • Perform exception processing and resolve discrepancies with strong attention to detail
  • Apply critical thinking skills to troubleshoot problems and provide effective solutions
  • Maintain accurate records and documentation of customer interactions and transactions
  • Collaborate with internal teams to ensure efficient service delivery and issue resolution
  • Uphold high standards of service excellence in a fast-paced call center environment

Experience:
  • High school diploma, GED or equivalent is required; bachelor's degree preferred
  • 2+ years previous experience in customer support/call center role required
  • 2+ years of Tax/Banking/Mortgage/Real Estate Industry experience preferred
  • Familiarity with Homeowners Associations (HOA) services and support is a plus
  • Experience supporting client onboarding processes and account setup
  • Working knowledge of treasury and payment operations, including ACH, wire transfers, positive pay, and lockbox services
  • Proven ability to perform exception processing and resolve transaction discrepancies
  • Strong problem-solving and critical thinking skills with the ability to handle complex customer inquiries
  • Exceptional attention to detail and accuracy in processing financial transactions and documentation
  • Experience maintaining customer records and documenting interactions in CRM or internal systems
  • Ability to multitask and work efficiently in a fast-paced, deadline-driven environment
  • Strong communication skills with a focus on delivering high-quality customer experiences
  • Demonstrated ability to build and maintain client relationships

Physical Requirements:

  • Position requires all forms of dexterity/mobility which may include extended periods of sitting/standing. May occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
  • Specific vision abilities required include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
  • Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
  • May be required to drive for business purposes and must hold a valid driver's license in good standing and maintain personal auto insurance in compliance with local or state requirements.
  • Ability to work in a fast-paced, occasionally noisy, or distracting environment.

Job Details:
  • 6 month contract role (possible contract extension or full-time conversion after 6 months)
  • Location: Chandler, AZ
  • Shift: Monday - Friday, 8am - 5pm MST
  • Hourly pay range: Based on experience
  • Employment is contingent on passing a background check, credit check and drug screen
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