Senior Private Banker: Relationship & Growth Leader

Columbia Bank; Phoenix (AZ); On-site; USD 129,000 - 238,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Tuition assistance

Mental health resources

Life insurance

Paid vacation and holidays

Job summary

Columbia Bank is seeking a high-impact Private Banker to pursue new business, manage complex client portfolios, and lead cross-functional client teams. This role emphasizes relationship-building with high-net-worth clients, estate and tax planning, and advanced investment management.

The position requires extensive experience in financial services, a Bank MLO designation, and relevant certifications such as CFP, CFA, CPA, or equivalent.

Qualifications

• Bachelor's Degree or equivalent professional financial experience required.
• Master's Degree preferred.
• 10+ years of experience in financial services.
• Must be a Bank MLO and registered per SAFE Act requirements.
• Certifications such as CFP/CIMA/CPWA/ChFC/CTFA/CPA/CFA/CWS/AWMA or Series 7/66 preferred.

Responsibilities

• Pursue business development opportunities and generate new client relationships.
• Lead client teams to deliver comprehensive financial advice and planning.
• Coordinate with product specialists to address investments, trusts, credit, deposits and wealth transfers.
• Maintain ongoing client communication and review of portfolios and risk factors.
• Monitor credit quality of loans and ensure regulatory compliance across activities.

Skills

Business development

Relationship management

Portfolio management

Credit analysis

Estate planning

Financial planning

MLO license

Travel

Education

Bachelor's Degree

Master's Degree

CFP

CIMA

CPWA

ChFC

CTFA

CPA

CFA

CWS

AWMA

Series 7/66

Insurance license

Job description

Columbia Bank is seeking a high-impact Private Banker to pursue new business, manage complex client portfolios, and lead cross-functional client teams. This role emphasizes relationship-building with high-net-worth clients, estate and tax planning, and advanced investment management.

The position requires extensive experience in financial services, a Bank MLO designation, and relevant certifications such as CFP, CFA, CPA, or equivalent.