Private Banker jobs in Yuma, 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)

P
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

  • 15 Days Ago

J
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....
  • 10 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....
  • 13 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...
  • 27 Days Ago

J
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...
  • 12 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...
  • 26 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Yuma, AZ area

N
Anchor
  • News-Press & Gazette Company
  • Yuma, AZ
  • Job Description: NPG of Yuma-El Centro in Yuma, Arizona has an immediate opening for a full-time Anchor. We're looking f...
  • 4/26/2024 12:00:00 AM

S
Gana dinero por cuidar a los miembros de tu familia!
  • SYNERGY HomeCare of Yuma
  • Yuma, AZ
  • SYNERGY HomeCare of Yuma - Si tiene un familiar que califica para el Sistema de Cuidado a Largo Plazo de Arizona (ALTCS)...
  • 4/26/2024 12:00:00 AM

E
Certified Occupational Therapist Assistant COTA School 2024 2025 SY
  • Epic Special Education Staffing
  • Yuma, AZ
  • About Us Every school district is unique, each student is an individual, but we are all in this together. Making a diffe...
  • 4/26/2024 12:00:00 AM

R
Psychologist
  • Recovery Solutions
  • Yuma, AZ
  • Compensation Range: $81.55 - $90.61 / hour You Matter: Make a difference every day in the lives of the underserved Join ...
  • 4/26/2024 12:00:00 AM

G
Dental Hygienist - choose your own schedule
  • GoTu
  • Yuma, AZ
  • Pay Range: $40-$70/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 4/26/2024 12:00:00 AM

Y
Computer Technician
  • Yuma County, AZ
  • Yuma, AZ
  • Salary: $22.11 - $27.63 Hourly Location : Yuma, AZ Job Type: Full Time Job Number: 250BS Department: Superior Court Open...
  • 4/26/2024 12:00:00 AM

W
CDL-A OTR Reefer Driver - Earn Up to 70 CPM + Comprehensive Benefits
  • Western Flyer Xpress
  • Yuma, AZ
  • Western Flyer Xpress is now hiring CDL-A OTR Refrigerated Drivers Earn Up to 70 CPM* - Comprehensive Benefits Package In...
  • 4/26/2024 12:00:00 AM

W
CDL-A OTR Dry Van Driver - Earn Up to 65 CPM + Comprehensive Benefits
  • Western Flyer Xpress
  • Yuma, AZ
  • Western Flyer Xpress is now hiring CDL-A OTR Dry Van Drivers Earn Up to 65 CPM* - Comprehensive Benefits Package Industr...
  • 4/26/2024 12:00:00 AM

Yuma (Cocopah: Yuum) is a city in and the county seat of Yuma County, Arizona, United States. The city's population was 93,064 at the 2010 census, up from the 2000 census population of 77,515. Yuma is the principal city of the Yuma, Arizona, Metropolitan Statistical Area, which consists of Yuma County. According to the United States Census Bureau, the 2014 estimated population of the Yuma MSA is 203,247. More than 85,000 retirees make Yuma their winter residence. Yuma is in the state's southwest corner, in the Sonoran Desert, Yuma Desert sub-region. Yuma is near the borders of California to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$78,049 to $114,739
Yuma, Arizona area prices
were up 2.2% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020