Private Banker jobs in Urbandale, 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

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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

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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 Urbandale, IA area

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Investment Research Analyst
  • Vision Financial Group
  • Des Moines, IA
  • Conduct thorough research on various individual equity investment opportunities, asset classes, and market trends to ide...
  • 3/29/2024 12:00:00 AM

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Property Settlement Manager
  • Misty SOLDwisch Team - Better Homes and Gardens Real Estate Innovations
  • Indianola, IA
  • Do you enjoy helping the team run smoothly, and that everything is done right? Better Homes and Gardens Real Estate Inno...
  • 3/28/2024 12:00:00 AM

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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

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

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

Urbandale is a city in Polk County and Dallas County, Iowa, United States. As of the 2010 U.S. Census, the city population was 39,463. It is part of the Des Moines–West Des Moines Metropolitan Statistical Area. Urbandale is located in the northwest part of the Des Moines Metro Area at the intersections of Interstate 35, Interstate 80, and Iowa 141. According to the United States Census Bureau, the city has a total area of 21.94 square miles (56.82 km2), of which, 21.92 square miles (56.77 km2) is land and 0.02 square miles (0.05 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,412 to $103,514
Urbandale, Iowa area prices
were up 0.8% from a year ago

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