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)

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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

  • 14 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....
  • 9 Days Ago

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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....
  • 12 Days Ago

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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...
  • 26 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...
  • 11 Days Ago

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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...
  • 25 Days Ago

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0 Private Banker jobs found in Yuma, AZ area

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Team Member
  • Checkers/Rally's
  • Yuma, AZ
  • PURPOSE OF YOUR WORK At Checkers & Rally's we make a difference in people's lives by serving our Franchisees, Teams, and...
  • 4/25/2024 12:00:00 AM

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Registered Dental Hygienist - $40-$70/Hour
  • GoTu
  • Yuma, AZ
  • Pay Range: $50-$75/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 4/25/2024 12:00:00 AM

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Dental Hygienist - $40-$70/Hour
  • 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...
  • 4/25/2024 12:00:00 AM

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Customer Service Sales Representative
  • InsuraTec Services Group
  • Yuma, AZ
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/25/2024 12:00:00 AM

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Sales - Work From Home WFH - Remote - FT PT Flex
  • YourCorporateRecruiter.com
  • Yuma, AZ
  • Take control of your future. Have a career that works for you and not you for it. *** This is an Insurance Sales Positio...
  • 4/25/2024 12:00:00 AM

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Dental Hygienist
  • 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...
  • 4/25/2024 12:00:00 AM

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Dental Hygienist - choose your shift
  • 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...
  • 4/25/2024 12:00:00 AM

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Registered Dental Hygienist
  • GoTu
  • Yuma, AZ
  • Pay Range: $50-$75/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 4/25/2024 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

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