Private Banker jobs in Arizona

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Corporate Controller
  • Private
  • Phoenix, AZ FULL_TIME
  • We are seeking a Corporate Controller to become an integral part of our team! You will oversee financial activities and personnel as well as identify areas of improvement to increase efficiency. Previous retail operations required.

    Job Description:
    • Lead the daily operations of the accounting and payroll department.
    • Prepare and maintain accurate financials in compliance with GAAP
    • Prepare annual budgets as needed
    • Prepare reports on cash flow
    • Oversee daily cash reconciliation
    • Provide analysis of strategic business initiatives and new business opportunities when appropriate
    • Assist in the analysis of market trends affecting sales results
    • Provide analytical support as requested by executive team
    • Develop financial models as needed
    • Draft memos and business plan documents for new business opportunities
    • Ability to develop, communicate and present analysis and results to leadership team
    • Oversee payables to ensure that accounts payable are paid according to terms and in a timely manner
    • Oversee receivables to ensure that accounts receivables are collected promptly
    • Oversee payroll to ensure that employees are being paid timely and accurately
    • Maintain chart of accounts and keep developing as needed
    • Maintain a documented system of accounting policies and procedures
    • Work closely with operations to ensure inventory accuracy
    • Maintain fixed assets
    • Reconcile general ledger accounts
    • Prepare journal entries
    • Update forecasts to accurately project revenues, expenses, and cash
    • Manage all IRS and tax reporting
    • Work closely with executive team to facilitate efficient and effective operations
    • Ability to self-develop, and has personal initiative
    • Ability to provide recommendations for business processes and tools to support initiatives
    • Special projects as assigned

    Education & Experience
    • Bachelor’s degree in Accounting, Finance, or related field preferred
    • Certified Public Accountant (CPA) required
    • 5 years combined financial/accounting and data analysis experience
    • Excellent written and verbal communication skills
    • Strong computer skills - Candidate needs to be highly proficient with Microsoft Office

    • Excellent problem-solving, analytical, and data analysis and reporting skills
    • Team player who works in collaboration with other departments
    • Demonstrated experience developing and driving KPI's and operational metrics
    • Excellent time management skills with the ability to prioritize and multi-task, communicate and meet deadlines
    • Strong analytical and critical thinking skills with the ability to effectively communicate information in a complete and concise manner
    • Must have prior management experience that includes training, managing, and mentoring small onsite teams of 2-4

  • 7 Days Ago

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U.S. Private Bank – Banker Professional - Associate
  • JPMC Candidate Experience page
  • Phoenix, AZ FULL_TIME
  • Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U....
  • 2 Days Ago

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U.S. Private Bank – Banker Professional - Associate
  • JPMorgan Chase
  • Phoenix, AZ FULL_TIME
  • Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U....
  • 5 Days Ago

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Coldwell Banker Residential Brokerage is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker Residential Brokerage
  • Sierra, AZ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 1 Month Ago

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Coldwell Banker Residential Brokerage is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker Residential Brokerage
  • Vail, AZ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 1 Month Ago

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Coldwell Banker Residential Brokerage is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker Residential Brokerage
  • Phoenix, AZ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 19 Days Ago

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 4/18/2024 12:00:00 AM

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Client Services Specialist
  • Truxton Trust
  • The Role As a pivotal member of the Truxton Wealth team, the Client Service Specialist serves as the facilitator of the ...
  • 4/18/2024 12:00:00 AM

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Senior Wealth Advisor
  • Avior Executive Search, Inc
  • Orlando, FL
  • Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 4/17/2024 12:00:00 AM

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Private Banking Officer
  • Valley Bank
  • New York, NY
  • Job Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships w...
  • 4/17/2024 12:00:00 AM

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Corporate and Credit Advisory Sr. Specialist
  • Santander Private Banking International
  • Miami, FL
  • Position Summary "The Corporate & Credit Advisory delivers the Corporate Finance Solutions Group strategy, with a specia...
  • 4/17/2024 12:00:00 AM

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Senior Client Associate
  • Ascendo Resources
  • Miami, FL
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 4/15/2024 12:00:00 AM

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Business Banking Relationship Manager
  • Webster Bank
  • Stamford, CT
  • If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
  • 4/15/2024 12:00:00 AM

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Private Banker (Domestic)
  • IDB
  • North Miami Beach, FL
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 4/14/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,180 to $104,640

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019