Private Banking & Relationship Growth Associate

Paycom - ATS; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

First Fidelity Bank in Scottsdale, AZ is seeking a Private Banking Associate to support onboarding, relationship management, and ongoing service for high-net-worth clients.

You will coordinate account openings, respond to service requests, and partner with relationship managers to grow commercial and private banking relationships. Strong client service, communication, and confidentiality are essential for success in this role.

Qualifications

• 5+ years in banking or financial services.
• Experience onboarding, deposit products, relationship management.
• Proven ability to manage multiple client relationships with accuracy.
• Experience with Salesforce preferred.

Responsibilities

• Onboard clients and coordinate account openings.
• Serve as contact for service requests and inquiries.
• Support relationship managers to expand banking relationships.
• Identify opportunities for wealth management referrals.
• Maintain accurate client records in the CRM.

Skills

Relationship Mgmt

Client Service

Communication Skills

Time Management

Confidentiality

Education

Bachelor's in Finance/Business

Tools

Salesforce

Job description

First Fidelity Bank in Scottsdale, AZ is seeking a Private Banking Associate to support onboarding, relationship management, and ongoing service for high-net-worth clients.

You will coordinate account openings, respond to service requests, and partner with relationship managers to grow commercial and private banking relationships. Strong client service, communication, and confidentiality are essential for success in this role.