Relationship Banker

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Full Time Customer Service Gilbert, AZ, US

6 days ago Requisition

Who We Are

At Southwest Heritage Bank, we are dedicated to the financial well-being of our entire community—from small to medium-sized businesses to the families and individuals who call this region home. We provide comprehensive banking solutions, from essential online banking and bill pay to specialized services, all delivered by local experts. Whether you're expanding operations, acquiring equipment, or financing a new building, our experienced banking officers are dedicated to helping you achieve your financial goals.

We are committed to consistently delivering responsive, tailored, and expert banking services through local leadership.

Our History

Southwest Heritage Bank combines the long tradition of Bank 34 and Commerce Bank of Arizona, bringing over 90 years of dedicated service to Arizona and New Mexico. We believe a strong local bank is the foundation of a strong community, and our success is measured by the success of the communities we serve. By reinvesting locally and providing custom financial solutions, we continue our legacy of building relationships and supporting the people and the businesses who are rooted in this region.

Our Culture

We have created a culture built on trust, collaboration, and genuine care for our employees. Our people consistently recognize our supportive leadership, open communication, generous benefits, and the strong sense of camaraderie that makes our bank a rewarding place to work. Employees value having accessible leaders who listen, opportunities for internal career growth, and an environment that welcomes diverse perspectives and empowers individuals to make meaningful contributions.

Our culture is intentionally woven into every aspect of our organization; from the way we lead and collaborate to the way we serve our customers and communities. We invest in our people by providing opportunities for professional growth, promoting from within whenever possible, and empowering employees to make decisions that benefit our customers and communities. Teamwork and collaboration are encouraged across all departments, creating an environment where employees support one another, share ideas, and celebrate achievements together.

Southwest Heritage Bank is committed to provide our employees with a competitive, comprehensive benefits program that provides the care you and your family need to lead healthy, productive lives.

The position of Relationship Banker is responsible for all new account transactions; assisting customers in their selection of various accounts and financial services including retirement accounts, establishing direct deposit and assisting customer’s queries concerning the Bank's services; cross-selling the Bank’s products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

The Relationship Banker is also required to be fully knowledgeable and skilled in the areas of safe deposit and the teller operation function.

The essential duties included but are not limited to:

• Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, safe deposit and other areas of basic branch operations.
• Assists customer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. Have a general knowledge on DDA, Savings, Money Markets, Certificates of Deposits and IRA’s.
• Interviews customers to obtain information; establishes proper identification of new customers; verifies validity of presented documents, determines need and extent of requested investigation.
• Makes decisions regarding the opening of new accounts; completes forms requiring customer…