Private Client Manager

Ultipro; Scottsdale (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Ultipro in Scottsdale leads a team of service professionals for the Private Banking Group, overseeing deposit and loan activities while delivering a high-touch experience to affluent clients.

The role emphasizes recruiting, coaching, training, workflow management, and ensuring accurate processing of wires, online banking, and lending functions, with a focus on exceptional client service and strong communication.

Qualifications

• Minimum of three years of leadership experience in the financial or banking services industry with leading, managing, motivating, and developing a team.
• Strong leadership and conflict-resolution abilities.
• Excellent client service, organizational, and multitasking skills in a fast-paced environment.
• Lead by example to cultivate a positive, engaging coaching environment.
• Direct experience with banking activities such as credit card applications, deposits, online banking, wires/transfers, lending, and account maintenance.
• Experience responding to client inquiries with high-quality service and support.
• Strong verbal and written communication skills with proficient telephone and computer usage.
• Proficiency in Microsoft applications (Outlook, Word, Excel).

Responsibilities

• Supervise recruiting, onboarding, coaching, training, scheduling, and performance evaluations.
• Review time cards, conduct audits, and lead team meetings to drive engagement.
• Monitor daily inbox workflow, client correspondence, document reviews, and loan system tracking.
• Approve wires, online banking forms, overdrafts, and escalate complex client concerns as needed.

Skills

Leadership

Supervisory skills

Client service

Organizational skills

Multi-tasking

Communication

Microsoft Office

Banking experience

Team coaching

Tools

Microsoft Office Suite

Job description

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:

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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