Private Banker jobs in Ames, IA

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

F
Financial Advisor, Private Banker
  • Farmers State Bank
  • Des Moines, IA FULL_TIME
  • Description

    FSB Private Bankers provide a dedicated point of contact and serve as the primary relationship manager to high income / net worth clients. FSB Private Bankers are responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice, banking products, investment/insurance offerings.

    Requirements

    Essential Job Functions

    • Ability to build relationship centered on trust, open communication and transparency
    • Commitment to cultivating our client base and building relationships
    • Self-motivation and willingness to network, generate leads, and seize opportunities
    • Assesses client financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
    • Develops financial strategies by guiding client to establish financial goals towards a financial decision that is both profitable and secure; matching goals to situation with appropriate financial plans.
    • Obtains client commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions
    • Markets financial services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting at financial planning seminars.
    • Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions.
    • Total commitment to compliance with all industry rules and regulations.

    Qualification Required

    • BS degree in Finance or related field.
    • Intermediate PC skills (Excel, Word, etc.)
    • Proactive and focused on excellent customer service
    • Effective decision making and problem solving skills
    • Previous experience with cross-selling and/or referring products
    • Proven ability to multi-task, handle a wide range of assignments, and work with a sense of urgency

    Licenses, Certifications, Registrations, Training

    • Must achieve Series 7 & 66 license within 6 months of hire date, if not already held

    Job Competencies

    • Incorporates the high-performance behaviors of teamwork, leading by example and service in every facet of work.
    • Total commitment to compliance with all industry rules and regulations.
    • Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
    • Support business development events. Perform other duties and responsibilities as required or assigned and assists others to complete tasks and work assignments.

    Core:

    • Customer and Relationship Centered
    • Collaborative and Empowering
    • Continuously Develops
    • Accountable for Results
    • Accuracy


  • 2 Days Ago

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Private Client Banker (New Build) - Hickman and Alice Branch - Waukee, IA
  • JPMC Candidate Experience page
  • Waukee, IA FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 1 Month Ago

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Private Client Banker - Jordan Creek Branch - West Des Moines, IA
  • JPMorgan Chase
  • Des Moines, IA FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 28 Days Ago

J
Private Client Banker - Mid America Region - Merle Hay Branch - Des Moines, IA
  • JPMC Candidate Experience page
  • Des Moines, IA FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 7 Days Ago

C
Agent Concierge
  • Coldwell Banker Distinctive Properties
  • Des Moines, IA FULL_TIME
  • Position Description:This position is the first point of contact for our agents and their clients. Responsible for supporting the Managing Director in many aspects of the day-to-day management of the ...
  • 23 Days Ago

C
Agent Concierge
  • Coldwell Banker Distinctive Properties
  • Johnston, IA FULL_TIME
  • Position Description:This position is the first point of contact for our agents and their clients. Responsible for supporting the Managing Director in many aspects of the day-to-day management of the ...
  • 23 Days Ago

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0 Private Banker jobs found in Ames, IA area

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Mortgage Loan Assistant
  • Global State Mortgage a division of American Pacific Mortgage Corp
  • Ames, IA
  • Do you like a job where your day is full of lots of different tasks? Client updates, Marketing, Social Media awareness, ...
  • 3/28/2024 12:00:00 AM

T
Financial Planning and Analysis Manager
  • The Judge Group
  • Des Moines, IA
  • Our client is currently seeking a Financial Planning and Analysis Manager in Southern Wisconsin near Janesville/Beloit f...
  • 3/28/2024 12:00:00 AM

C
Commercial Loan Processor
  • Community Choice Credit Union
  • Johnston, IA
  • The Commercial Loan Processing and Operations Lead at Community Choice Credit Union will be responsible for overseeing a...
  • 3/27/2024 12:00:00 AM

C
Part Time Cashier
  • Charles Gabus Ford, Inc.
  • Des Moines, IA
  • ** Charles Gabus Ford** ** Part Time Cashier** Des Moines, IA 50310 **Company Name** **:** Charles Gabus Ford **English ...
  • 3/27/2024 12:00:00 AM

C
Relationship Banker I
  • Central Bank
  • Urbandale, IA
  • Job Type Full-time Description POSITION SUMMARY Responsible for providing an exceptional customer experience. Makes ever...
  • 3/26/2024 12:00:00 AM

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Experienced Financial Service Sales Manager
  • New York Life Des Moines GO
  • Des Moines, IA
  • Must live in the state of Iowa. Do you thrive on providing leadership value and are seeking a rewarding career? New York...
  • 3/26/2024 12:00:00 AM

B
Bank Manager- Johnston, IA
  • BMO Financial Group
  • Johnston, IA
  • Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the ne...
  • 3/25/2024 12:00:00 AM

T
Loan Documentation Processor
  • TalentBridge
  • Des Moines, IA
  • Job Title: Loan Documentation Specialist Pay: $18-20/hr Type: Contract to Hire Job Description: We are seeking a diligen...
  • 3/25/2024 12:00:00 AM

Ames is a city in central Iowa approximately 30 miles (48 km) north of Des Moines. It is best known as the home of Iowa State University (ISU), with leading Agriculture, Design, Engineering, and Veterinary Medicine colleges. A United States Department of Energy national laboratory, Ames Laboratory, is located on the ISU campus. In 2017, Ames had a population of 66,498. Iowa State University is home to 36,321 students (Fall 2017), which make up approximately one half of the city's population. Ames also hosts United States Department of Agriculture (USDA) sites: the largest federal animal diseas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,756 to $102,549
Ames, Iowa area prices
were up 0.8% from a year ago

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