Acts a the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Requires a Bachelor's and 2+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Working knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Strong sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Strong interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Intermediate computer skills including word processing and spreadsheet software.
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.