Your moment is now.
Your moment
is now.
Your moment is now.
Your moment
is now.
Your moment is now.
Your moment
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Your moment is now.
Your moment
is now.
Private Banker
Location: PHOENIX, AZ
Education Required: Bachelors Degree
Department: AZ MidFirst Private Bank
Experience Required: 3 - 5 Years
Job ID: 10888
Division: Banking
Hours of Work: Generally M-F 8-5
Employment Type: Full-Time Regular

Position Description:
Manage Banking relationships with wealthy families, individuals and foundations, primarily in the areas of banking. Where existing or proposed Trust Administrative Services are also required, serving as or coordinating with Wealth Management to provide trust administration, reporting, and meetings with trustors, beneficiaries, co-trustees, portfolio managers, attorneys, accountants and other related parties.

PRINCIPAL RESPONSIBILITIES
To perform a major role in the development of a clientele of wealthy families, individuals and foundations with the assistance of MidFirst’s Senior Management, Directors and Centers of Influence (i.e. legal and accounting firms)
Act in a supporting role to MidFirst’s Senior Management in introducing affluent clients and prospects to those areas of the Bank that can provide required specialized services to these clients.
Serve as the relationship manager for major clients.
Serve as the liaison with other MidFirst Lending, Deposit and Wealth Management units.

SECONDARY RESPONSIBILITIES
To be very familiar with MidFirst’s Lending, Deposit, Cash Management, Investment products and Trust services for both individuals and corporate clients.
Work in concert with Commercial officers in marketing and servicing Private Banking and Trust Services to owners and senior managers of existing and prospective Commercial clients.


Position Requirements:
An advanced degree, preferably an MBA, is preferred, together with professional standing as a Certified Financial Planner or Certified Trust and Financial Advisor.
3-5 years of general Banking, Trust or Investment experience with a large bank, or Investment Securities firm.


We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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"One of the great things about the MidFirst family is that they push you in positive ways to do better and to achieve higher standards. My supervisors make me move out of my comfort zone to grow as a manager.”


About MidFirst Bank
Whether you are just beginning or ready for the next step, MidFirst Bank can be an important part of that journey. Apply with us today and let's explore opportunities together.