Private Client Loan Specialist I

MidFirst Bank; Scottsdale (AZ); On-site; USD 52,000 - 72,000; Full time

Job summary

MidFirst Bank in Scottsdale, AZ seeks a detail‑oriented professional to support Private Bankers and clients within Private Banking. You will review loan inquiries, manage credit card processes, handle payment activities, and process wires while delivering exceptional client service.

You will collaborate with colleagues, resolve issues, and maintain accuracy and responsiveness in a client‑focused environment. Strong banking knowledge and strong communication skills are essential for success.

Qualifications

• Minimum of two years of 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-focus 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 all 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.
• Payment research and corrections, billing issues, auto debit, phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, teamwork, and meeting client expectations.
• Process all loan wire and transfer requests.
• Perform miscellaneous job related duties as assigned.

Skills

Client-service excellence

Analytical & problem solving

Attention to detail

Teamwork

Communication skills

Computer skills

Strong work ethic

Job description

Description

This position will support the Private Bankers and clients within the Private Banking group.

Responsibilities will include but are not limited to:

• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
• Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
• Process all loan wire and transfer requests.
• Perform miscellaneous job related duties as assigned.

Position Requirements:

• 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 facility a welcoming and customer-focus 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

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.