Private Client Manager

Posted 2 Days Ago
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Scottsdale, AZ, USA
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Leads a team supporting private banking deposit and loan services for affluent clients. Oversees recruiting, coaching, scheduling, performance management, workflow and process controls, transaction approvals, client correspondence, loan tracking, online banking forms, wires, overdrafts, and escalated client concerns. Requires strong banking operations knowledge, client service, leadership, communication, organization, and Microsoft Office proficiency.
Summary Generated by Built In

This position will lead a team of service professionals in support of the Private Banking Group for all deposit and loan related responsibilities, while providing a high touch level of service to the growing affluent clientele.

The responsibilities include but are not limited to:

  • Supervisory such as: recruiting, onboarding, coaching, training, scheduling, counseling, approving transactions, directing job duties, reviewing time cards, preparing and conducting performance evaluations, conducting employee work audits, employee engagement and motivation, and conducting 1X1’s and team meetings.
  • Process management such as: monitoring the daily inbox workflow, spot-checking client correspondence, document reviews, monitor document tracking items, and spot-checking the past due loan system.
  • Workflow management such as: approving wires, approving online banking forms, approving overdrafts, handling escalated complex or sensitive client concerns and issues, and work the backflow of requests as needed.

Required Skills:

  • A minimum of three years of leadership experience in the financial or banking services industry with leading, managing, motivating, and developing a team experience.
  • Supervisory abilities such as: leadership skills, sound decision making, the ability to motivate others, and the ability to address conflict in a positive productive manner.
  • Excellent client service skills, excellent organizational skills, ability to multi-task, prioritize, relationship building skills, and manage a large amount of work in a fast pace environment.
  • Lead by example to create a positive, engaging, and coaching environment to maximize employee productivity and engagement.
  • Direct experience with banking activities such as but not limited to: credit card applications, deposit related activities, online banking, wires and transfers, lending, account maintenance, policies and procedures.
  • Experience responding to client inquiries and concerns, and providing high quality client service and support.
  • Strong verbal and written communication skills along with telephone and computer usage are critical to the job.
  • Proficiency in all Microsoft applications (Outlook, Word, Excel, etc.).

Preferred Skills:

  • Bachelor Degree
  • Bilingual a plus
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Minimum three years of leadership experience in the financial or banking services industry
  • Experience leading, managing, motivating, and developing a team
  • Supervisory abilities, including leadership, sound decision-making, motivation, and conflict resolution
  • Excellent client service, organizational, multitasking, prioritization, and relationship-building skills
  • Ability to manage a large workload in a fast-paced environment
  • Direct experience with banking activities, including credit card applications, deposits, online banking, wires, transfers, lending, account maintenance, policies, and procedures
  • Experience responding to client inquiries and concerns while providing high-quality client support
  • Strong verbal and written communication skills
  • Telephone and computer proficiency
  • Proficiency in Microsoft applications, including Outlook, Word, and Excel
  • Bachelor's degree
  • Bilingual ability

MidFirst Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.

  • Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
  • Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
  • Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.

MidFirst Bank Insights

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The Company
HQ: Oklahoma City, OK
2,197 Employees
Year Founded: 1982

What We Do

MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.

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