Private Banker jobs in Phoenix, AZ

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

  • 13 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....
  • 8 Days Ago

J
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....
  • 11 Days Ago

C
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...
  • 25 Days Ago

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Private Client Banker - Peoria and 30th Ave Branch - Phoenix, AZ
  • JPMC Candidate Experience page
  • Phoenix, AZ FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 10 Days Ago

C
Real Estate Sales Agent - Must have license
  • 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...
  • 24 Days Ago

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0 Private Banker jobs found in Phoenix, AZ area

A
Director Origination
  • Arixa Capital
  • Phoenix, AZ
  • About Arixa Capital Arixa is seeking a Director, Originations (DO), in the Phoenix, AZ market to support the Company’s g...
  • 4/23/2024 12:00:00 AM

A
Director Origination
  • Arixa Capital
  • Phoenix, AZ
  • About Arixa Capital Arixa is seeking a Director, Originations (DO), in the Phoenix, AZ market to support the Companys gr...
  • 4/21/2024 12:00:00 AM

A
Director of Finance and Accounting
  • ALIGN PRECISION
  • Tempe, AZ
  • ALIGN BACKGROUND ALIGN PRECISION is a nationwide tight-tolerance manufacturer serving leading OEMs in aerospace, defense...
  • 4/21/2024 12:00:00 AM

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Business Development Associate
  • Gables Search Group
  • Phoenix, AZ
  • Business Development Associates - Remote Available Location: Preferred - candidates located in Dallas, Texas or Phoenix,...
  • 4/21/2024 12:00:00 AM

L
Business Development Associate
  • Lincoln Search Consultants
  • Phoenix, AZ
  • Business Development Associates - Remote Available Location : Preferred - candidates located in Dallas, Texas or Phoenix...
  • 4/21/2024 12:00:00 AM

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Personal Banker I - Retail
  • BOK Financial Corp.
  • Mesa, AZ
  • Req ID: 74965 Location: Mesa -MESA Areas of Interest: Bank Operations; Consumer Banker; Consumer Banking; Customer Servi...
  • 4/20/2024 12:00:00 AM

Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert. Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,203 to $106,144
Phoenix, Arizona area prices
were up 2.2% from a year ago

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