Private Client Banking & Loan Specialist

Ultipro; Scottsdale (AZ); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Ultipro in Scottsdale, AZ seeks a Private Banking support specialist to assist Private Bankers and clients. You will review loan inquiries, manage credit card processes, and handle payments, wires, and maintenance efficiently while delivering high-quality service.

A candidate should demonstrate strong communication, analytical, and organizational abilities in a fast-paced team setting. You will be expected to collaborate across departments, respond promptly to client needs, and maintain a

Qualifications

• Minimum of two years of prior retail banking experience.
• Proficient knowledge of bank services, products, and loans.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.
• When communicating with clients, greet and facilitate a welcoming and customer-focused environment.
• Excellent client-service skills, including oral and written communication.
• Entrepreneurial, ownership-oriented mindset.
• Attention to detail and strong organizational skills.
• Ability to work effectively as a team member and with customers.
• Strong analytical and problem solving skills, and the ability to derive innovative solutions.
• Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers.
• Strong work ethic and high integrity.
• Strong computer skills.
• Friendly, outgoing, assertive, confident, and enthusiastic personality.

Responsibilities

• Reviewing, researching, responding, and following up to loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish including applications, signers, online banking, and maintenance requests.
• Performing payment research and corrections, billing issues, auto debit, phone payments, payoff requests, statements, online banking, and managing past due loans.
• Completing requests in a timely manner with organization, proactivity, and clear communication, meeting client expectations.
• Processing all loan wire and transfer requests.
• Performing miscellaneous job related duties as assigned.

Skills

Client service

Analytical thinking

Detail oriented

Team player

Communication skills

Computer skills

Job description

Ultipro in Scottsdale, AZ seeks a Private Banking support specialist to assist Private Bankers and clients. You will review loan inquiries, manage credit card processes, and handle payments, wires, and maintenance efficiently while delivering high-quality service.

A candidate should demonstrate strong communication, analytical, and organizational abilities in a fast-paced team setting. You will be expected to collaborate across departments, respond promptly to client needs, and maintain a