About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client (a financial services organization in Accounting & Finance) is hiring a Relationship Banker I in Chandler, AZ. This full-time role supports a portfolio of property management companies and self-managed communities with treasury management, account servicing, client training, and operational support. Ideal candidates have customer-service focus, basic treasury/deposit operations knowledge, and strong task management skills.

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What You’ll Do

• Manage a portfolio of property management companies and self‑managed communities, building trust and long‑term relationships.
• Support account opening and closing activities (including CDARS, ICS, credit/debit cards, checking, and money market accounts).
• Assist clients with account payment research, lockbox inquiries, and association transitions between management companies.
• Use daily reports and processing tools to ensure non‑posted and insufficient funds items are handled on time.
• Provide client training and troubleshooting for bank products and integrations.
• Use systems and tracking tools to stay organized and ensure timely completion of client requests.
• Collaborate with the Sales Team and operations to identify opportunities for deposit growth.
• Maintain working knowledge of applicable federal banking regulations, policies, and compliance obligations.
• Participate in training and demonstrate retention of learned knowledge.

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What You’ll Need

• 1+ years of related experience in treasury management sales, branch banking operations, or a similar field.
• High school diploma required; Bachelor’s degree in a related field preferred.
• Entry‑level knowledge of deposit operations, loan administration, treasury management, or other commercial banking products and services.
• Basic understanding of regulatory and legal compliance requirements for banking operations.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Strong organizational skills, ability to prioritize, and attention to detail.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively in a team environment.
• Flexibility and adaptability to change.

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Compensation & Benefits

• Estimated salary: $57,814 per year (estimated).
• Benefits include competitive pay, medical and dental insurance, 401(k) matching, tuition assistance, employee volunteer programs, wellness programs, and paid time off.
• Opportunity to grow your business knowledge and develop a career in banking and treasury services.

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Location & Work Type

• Location: Chandler, AZ (on-site) — this is a full‑time position.
• Employment type: FULL_TIME

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About the Employer

Confidential Client is a financial services organization in the Accounting & Finance industry serving a range of commercial clients. The organization values excellent client service, regulatory compliance, training, and teamwork.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.