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Private Banking Associate Jobs in Arizona (NOW HIRING)

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · Hybrid

$17.25 - $21.50/hr

... associates. More information can be found at Qualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ...

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · Hybrid

$17.25 - $21.50/hr

... associates. More information can be found at Qualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ...

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · On-site

$17.25 - $21.50/hr

... associates regarding their banking needs. The Premier Client Banker II provides consultation to ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ · On-site

... private banking, treasury management, deposit products and other applicable bank products ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ

... private banking, treasury management, deposit products and other applicable bank products ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Morgan Stanley

Mortgage Banker

Tempe, AZ · On-site

... Private Wealth Management mortgage transactions. * Supervise an individual or team of Associate ... Ensure compliance with banking regulations and company policies. Qualifications: * Requires 10+ ...

PNC Bank

Client Onboarding Associate

Phoenix, AZ · Hybrid

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

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All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Arizona

Private Banking Associate information

See Arizona salary details

$25.2K

$131.6K

$289.4K

How much do private banking associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for private banking associate in Arizona is $131,591.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $198,000.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a private banking associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.
What are popular job titles related to Private Banking Associate jobs in Arizona? For Private Banking Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Private Banking Associate jobs in Arizona look for? The top searched job categories for Private Banking Associate jobs in Arizona are:
What cities in Arizona are hiring for Private Banking Associate jobs? Cities in Arizona with the most Private Banking Associate job openings:
Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $131,591 per year, or $63.3 per hour.

Premier Client Banker II

First Citizens Bank

Phoenix, AZ • Hybrid

$17.25 - $21.50/hr

Full-time

Life

Posted 11 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

109th of 171 rated banks

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position is responsible for identifying new sales opportunities through telephone outreach. The role will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. The Premier Client Banker II provides consultation to develop financial plans and align product solutions to help clients achieve their financial goals. This position is responsible for opening deposit accounts, related banking services and lending (including real estate secured); as well as identifying and referring sales opportunities to bank partners when appropriate. This role supports the fulfillment of certain consumer investment needs.


Responsibilities
  • Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance.
  • Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

Qualifications

Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management

Preferred Area of Experience: 1+ years in a licensed role License or Certification Type: Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management

Preferred Area of Experience: 1+ years in a licensed role License or Certification Type: Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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