{"id":3089585,"url":"https://alion.io/job/your-ffb-account-number-inc-private-banking-associate","title":"Private Banking Associate","company":{"id":2633830,"name":"Your FFB Account Number Inc","domain":"ffb.com","url":"https://alion.io/company/ffb-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paycom","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":76000,"max_usd":146000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true},{"name":"Outlook","optional":true}],"status":"live","first_seen_at":"2026-10-22T14:28:43Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-01T21:19:04Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!\nSUMMARY\nThe Private Banking Associate is responsible for supporting Private Banking and Commercial Banking relationship growth by delivering an exceptional client experience throughout the onboarding, relationship management, and ongoing service lifecycle. This role serves as a primary support resource for Private Bankers and Commercial Lenders, helping deepen client relationships by identifying opportunities to expand existing commercial clients into full household banking relationships.\nThe Private Banking Associate works closely with business owners, executives, and affluent clients to coordinate banking services, facilitate account openings, manage client priorities, and provide proactive follow-up. The position enhances service capacity and scalability across the Commercial and Private Banking teams by ensuring timely execution of client requests, strengthening client engagement, and identifying opportunities for wealth management, deposit, and lending referrals. The Private Banking Associate helps drive growth, improve client retention, and support the delivery of personalized banking solutions tailored to each client's unique personal and business banking needs.\nPRIMARY DUTIES/RESPONSIBILITIES:\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.\nSupports new client onboarding activities by coordinating account openings, documentation collection, product implementation, and relationship setup.\n\nServes as a primary point of contact for client service requests and banking-related inquiries, ensuring prompt and accurate resolution.\n\nPartners with Commercial Relationship Managers and Private Bankers to expand commercial banking relationships into full household banking relationships.\n\nIdentifies opportunities to deepen existing client relationships through deposit products, treasury services, personal banking solutions, and wealth management referrals.\n\nProactively manages client priorities, follow-up activities, and service requests to help ensure a seamless client experience.\n\nCoordinates ongoing relationship reviews and client outreach efforts to strengthen engagement and identify growth opportunities.\n\nWorks collaboratively with internal banking partners to ensure effective delivery of products and services aligned with client objectives.\n\nSupports deposit growth initiatives through relationship expansion and proactive client engagement.\n\nUtilizes SalesForce and other Bank systems to maintain accurate client information, pipeline activity, referral tracking, and service records.\n\nMaintains awareness of client financial needs, banking trends, and market opportunities to assist relationship teams in identifying new business opportunities.\n\nSupports the First Fidelity Bank mission, exemplifies the Bank's core values, and adheres to all Bank policies, procedures, and performance standards.\n\nMaintains a high level of compliance in accordance with Bank policies and procedures and remains knowledgeable of and adheres to applicable laws and regulations.\n\nActively communicates and collaborates with internal departments to maximize client service and relationship opportunities.\n\nPerforms work in the best possible interest of the client and actively supports the Bank's service culture.\n\nPerforms other relevant duties as assigned.\n\nRegular and reliable attendance is an essential function of the job.\n\nQualifications\nEXPERIENCE REQUIREMENTS:\nMinimum of 5 years of banking, private banking, commercial banking, treasury management, wealth management, or related financial services experience preferred.\n\nExperience with account onboarding, deposit products, relationship management, and client service activities.\n\nDemonstrated ability to manage multiple client relationships and service requests while maintaining high levels of accuracy and responsiveness.\n\nExperience identifying referral opportunities and coordinating with internal business partners.\n\nExperience using SalesForce or other customer relationship management systems preferred.\n\nEDUCATION REQUIREMENTS:\nBachelor’s degree in finance, business, or related field preferred.\n\nRelevant banking or financial services certifications are a plus.\n\nOTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):\nStrong relationship management and client service skills with a commitment to delivering exceptional client experience.\n\nExcellent interpersonal, verbal, and written communication skills.\n\nAbility to build credibility and trust with business owners, executives, and affluent clients.\n\nStrong organizational skills with the ability to manage competing priorities and meet deadlines.\n\nAbility to identify relationship expansion opportunities and proactively coordinate solutions.\n\nKnowledge of personal banking, commercial banking, treasury management, deposit products, lending solutions, and wealth management services.\n\nStrong problem-solving skills and attention to detail.\n\nProficient computer skills, including use of MS Office (Word, Outlook, Excel) and SalesForce.\n\nAbility to exercise sound judgment, discretion, and maintain strict confidentiality.\n\nMust be driven, accountable, collaborative, and client-focused.\n\nAbility to work independently while effectively supporting multiple relationship managers and banking partners.\n\nADDITIONAL INFORMATION\nSUPERVISORY RESPONSIBILITY: None\nPHYSICAL REQUIREMENTS: Work in a normal office environment.\nA/EOE/D/V/MEMBER FDIC","description_format":"text","description_chars":6377,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Commercial & Retail Banks","Consumer Loans & Pawnshops"],"lifecycle":[{"event":"open","at":"2026-10-22T14:28:43Z"}],"visa":[],"liveness":{"score":89,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.885,"p_room":1,"age_days":9,"expected_fill_days":28,"reasons":["conf:2","velocity","win:early"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/your-ffb-account-number-inc-private-banking-associate","json_url":"https://alion.io/job/your-ffb-account-number-inc-private-banking-associate.json","meta":{"generated_at":"2026-11-02T00:25:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":621,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2633830},"rest":"https://alion.io/mcp/rest/get_company?id=2633830"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fyour-ffb-account-number-inc-private-banking-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fyour-ffb-account-number-inc-private-banking-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fyour-ffb-account-number-inc-private-banking-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/your-ffb-account-number-inc-private-banking-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fyour-ffb-account-number-inc-private-banking-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3089585}},{"tool":"search_jobs","arguments":{"company":"ffb.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3089585},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}