Relationship Banker, Chandler, AZ

Agility 360 is seeking a Relationship Banker - Contractor to to support our client's portfolio of property management companies and self-managed communities in Chandler, AZ. This role is responsible for delivering exceptional client service, supporting banking operations, managing account-related activities, and assisting clients with treasury management products and services. The ideal candidate is customer-focused, highly organized, adaptable, and able to build strong client relationships while supporting business growth and operational excellence.

ESSENTIAL JOB FUNCTIONS

• Manage and support a portfolio of clients, including property management companies and self-managed communities.
• Support the Operations Manager with account opening and closing activities, including CDARS, ICS, credit cards, debit cards, checking accounts, and money market accounts.
• Assist clients with account payment research, lockbox inquiries, and association transitions between management companies.
• Train clients on banking products, services, software, and system integrations while providing troubleshooting support.
• Monitor daily reports to ensure insufficient funds and non-posted transactions are processed according to established procedures and deadlines.
• Deliver exceptional customer service by providing accurate information and timely resolution of client requests.
• Utilize systems, reports, and tracking tools to maintain organization and ensure completion of all assigned tasks.
• Collaborate with team members to balance workloads and contribute to achieving departmental performance goals.
• Build and maintain strong relationships with clients and internal sales teams to support deposit growth and client retention.
• Maintain knowledge of banking regulations, compliance requirements, policies, and procedures.
• Participate in training programs and apply learned knowledge to daily responsibilities.

EDUCATION / EXPERIENCE REQUIREMENTS

• High school diploma required; Bachelor's degree in a related field preferred.
• Minimum of 1 year of experience in Treasury Management Sales, Branch Banking Operations, or a related banking field.
• Basic knowledge of banking operations, including deposit operations, loan administration, treasury management, and commercial banking products and services.
• Understanding of regulatory and legal compliance requirements, banking regulations, and industry practices.
• Ability to adapt quickly and effectively in a changing environment.
• Strong ability to work independently as well as collaboratively within a team setting.
• Excellent organizational skills with the ability to prioritize multiple tasks.
• Proficiency in Microsoft Office Suite applications.
• Effective verbal and written communication skills.
• Strong customer service, relationship-building, and problem-solving abilities.

ADDITIONAL DETAILS

• Location: Chandler, AZ (on-site_
• Salary: Commensurate with experience.
• Employment Type: Contract to hire