Private Banking Deposits Specialist — Client Onboarding

MidFirst Bank; Scottsdale (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

MidFirst Bank is seeking a customer-focused professional to support Private Banking clients by opening deposit accounts, managing deposits, and answering inquiries. The role emphasizes proactive service, accuracy in account maintenance, and timely processing of wire transfers in a fast-paced private banking environment.

Ideal candidates will have at least two years of retail banking experience, strong communication skills, and a detail-oriented, team-first mindset to deliver high-quality client

Qualifications

• Minimum of two years of retail banking experience
• Respond to inquiries and provide positive solutions
• Support teammates as needed
• Greet clients and foster a welcoming, customer-focused environment
• Proficient knowledge of bank services and products
• Strong oral and written communication
• Entrepreneurial, ownership-minded mindset
• Detail-oriented with strong organizational skills
• Able to work as part of a team and with customers
• Strong analytical and problem-solving skills
• Establish credibility quickly with customers
• Strong work ethic and integrity
• Strong computer skills
• Friendly, outgoing, assertive, confident, enthusiastic

Responsibilities

• Open deposit accounts and manage deposit activities.
• Respond to customer inquiries and provide high-quality service.
• Process wire and transfer requests.
• Maintain deposit accounts (signers, address changes, online banking).
• Proactively recommend additional products and services.

Skills

Client service

Oral and written communication

Analytical thinking

Problem solving

Team player

Computer skills

Interpersonal skills

Attention to detail

Organizational skills

Banking product knowledge

Customer-focused mindset

Ownership mindset

Tools

Online banking platforms

Job description

MidFirst Bank is seeking a customer-focused professional to support Private Banking clients by opening deposit accounts, managing deposits, and answering inquiries. The role emphasizes proactive service, accuracy in account maintenance, and timely processing of wire transfers in a fast-paced private banking environment.

Ideal candidates will have at least two years of retail banking experience, strong communication skills, and a detail-oriented, team-first mindset to deliver high-quality client