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Private Client Banker Associate Jobs in Arizona

Pwm Partner Private Banker
By U.S. Bank National Association At , Scottsdale, 85254 $92,480 - $119,680 a year
Bachelor's degree, or equivalent work experience
Four to seven years of related experience
Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Uhnw Private Banker - Phoenix
By Citi At , Phoenix, Az $225,000 - $300,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.

Are you looking for a rewarding career in private banking? Join our team as a Private Client Banker Associate and help our clients reach their financial goals! With our competitive salary and benefits package, you'll have the opportunity to make a difference in the lives of our clients.

Private Client Banker Associate Job Skills:

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills
• Ability to manage multiple tasks and prioritize workload
• Knowledge of banking regulations and compliance

What is Private Client Banker Associate Job Qualifications?

• Bachelor’s degree in finance, business, or related field
• At least two years of experience in banking or financial services
• Series 6 or 7 license
• Series 63 or 66 license
• State banking license

What is Private Client Banker Associate Job Knowledge?

• Knowledge of banking products and services
• Understanding of banking regulations and compliance
• Knowledge of financial markets and investments
• Understanding of customer service principles

What is Private Client Banker Associate Job Experience?

• At least two years of experience in banking or financial services
• Experience in customer service
• Experience in sales and marketing

What is Private Client Banker Associate Job Responsibilities?

• Develop and maintain relationships with clients
• Provide advice and guidance on banking products and services
• Process customer transactions
• Monitor customer