Private Banking Associate

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!

SUMMARY

The 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.

The 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.

PRIMARY DUTIES/RESPONSIBILITIES:

Please 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.

- Supports new client onboarding activities by coordinating account openings, documentation collection, product implementation, and relationship setup.

- Serves as a primary point of contact for client service requests and banking-related inquiries, ensuring prompt and accurate resolution.

- Partners with Commercial Relationship Managers and Private Bankers to expand commercial banking relationships into full household banking relationships.

- Identifies opportunities to deepen existing client relationships through deposit products, treasury services, personal banking solutions, and wealth management referrals.

- Proactively manages client priorities, follow-up activities, and service requests to help ensure a seamless client experience.

- Coordinates ongoing relationship reviews and client outreach efforts to strengthen engagement and identify growth opportunities.

- Works collaboratively with internal banking partners to ensure effective delivery of products and services aligned with client objectives.

- Supports deposit growth initiatives through relationship expansion and proactive client engagement.

- Utilizes SalesForce and other Bank systems to maintain accurate client information, pipeline activity, referral tracking, and service records.

- Maintains awareness of client financial needs, banking trends, and market opportunities to assist relationship teams in identifying new business opportunities.

- Supports the First Fidelity Bank mission, exemplifies the Bank's core values, and adheres to all Bank policies, procedures, and performance standards.

- Maintains a high level of compliance in accordance with Bank policies and procedures and remains knowledgeable of and adheres to applicable laws and regulations.

- Actively communicates and collaborates with internal departments to maximize client service and relationship opportunities.

- Performs work in the best possible interest of the client and actively supports the Bank's service culture.

- Performs other relevant duties as assigned.

- Regular and reliable attendance is an essential function of the job.

Qualifications

EXPERIENCE REQUIREMENTS:

- Minimum of 5 years of banking, private banking, commercial banking, treasury management, wealth management, or related financial services experience preferred.

- Experience with account onboarding, deposit products, relationship management, and client service activities.

- Demonstrated ability to manage multiple client relationships and service requests while maintaining high levels of accuracy and responsiveness.

- Experience identifying referral opportunities and coordinating with internal business partners.

- Experience using SalesForce or other customer relationship management systems preferred.

EDUCATION REQUIREMENTS:

- Bachelors degree in finance, business, or related field preferred.

- Relevant banking or financial services certifications are a plus.

OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):

- Strong relationship management and client service skills with a commitment to delivering exceptional client experience.

- Excellent interpersonal, verbal, and written communication skills.

- Ability to build credibility and trust with business owners, executives, and affluent clients.

- Strong organizational skills with the ability to manage competing priorities and meet deadlines.

- Ability to identify relationship expansion opportunities and proactively coordinate solutions.

- Knowledge of personal banking, commercial banking, treasury management, deposit products, lending solutions, and wealth management services.

- Strong problem-solving skills and attention to detail.

- Proficient computer skills, including use of MS Office (Word, Outlook, Excel) and SalesForce.

- Ability to exercise sound judgment, discretion, and maintain strict confidentiality.

- Must be driven, accountable, collaborative, and client-focused.

- Ability to work independently while effectively supporting multiple relationship managers and banking partners.

ADDITIONAL INFORMATION

SUPERVISORY RESPONSIBILITY: None

PHYSICAL REQUIREMENTS: Work in a normal office environment.

A/EOE/D/V/MEMBER FDIC