Private Banker jobs in Wisconsin

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)

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Private Banker - Private Wealth
  • Associated Bank - Corp
  • Madison, WI FULL_TIME
  • Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.

    We invite you to view the opportunity below.

    As a Private Banker within our Private Wealth group you will provide financial expertise on Associated products and services to high net worth clients. Work closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and net growth in relationships for high net worth clients. Assist in building loans, deposits, fee income, overall asset growth and financial planning. This will be accomplished by acting as a portal across Associated, bringing together the right resources, providing convenience to clients, and providing organization wide tailored solutions to clients.

    This person will also:

    • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.

    • Responsible for profitable loan and deposit growth through lead lists, client portfolio and centers of influence to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone and in person calling.

    • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients' needs and matching those needs to solutions within the business line & across all business lines of the Bank.

    • Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community.

    This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

    Review the qualifications listed below:

    Education

    • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. Required

    Experience

    • 4-7 years ofsales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills. Required

    Licenses and Certifications

    • CWS-Certified Wealth Strategist with 2 years. Required

    In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

    • Retirement savings including both 401(k) and Pension plans.
    • Paid time off to volunteer in your community.
    • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
    • Competitive salaries with professional development and advancement opportunities.
    • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
    • Personal banking, loan, investmentand insurance benefits.

    Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

    Compliance Statement

    Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

    Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

    Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the interview process.

    Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

    Associated Bank isPay Transparencycompliant.
    The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.

     

  • 1 Month Ago

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U.S. Private Bank - Private Banker - Vice President
  • JPMC Candidate Experience page
  • Milwaukee, WI FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 22 Days Ago

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Private Client Banker - Wisconsin West - Madison, WI
  • JPMC Candidate Experience page
  • Madison, WI 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...
  • 19 Days Ago

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Private Client Banker - Wisconsin West - Madison, WI
  • JPMorgan Chase
  • Madison, WI 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...
  • 21 Days Ago

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Private Client Banker - Eastside Wright Branch - Janesville, WI
  • Chase- Candidate Experience page
  • Janesville, WI 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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Companion Care
  • Private Hire
  • Junction, WI PART_TIME
  • ```Overview``` Seeking a compassionate Companion Care aide to provide support and assistance to an individual with physical disabilities in their home. As a Companion Care aide, you will play a vital ...
  • 21 Days Ago

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 3/29/2024 12:00:00 AM

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Private Banker - Beverly Hills
  • First Citizens Bank
  • Pasadena, CA
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 3/29/2024 12:00:00 AM

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Senior International Private Banker
  • Popular
  • New York, NY
  • At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United ...
  • 3/29/2024 12:00:00 AM

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/29/2024 12:00:00 AM

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/28/2024 12:00:00 AM

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Private Banking Officer II
  • City National Bank
  • Westlake Village, CA
  • **PRIVATE BANKING OFFICER II** **WHAT IS THE OPPORTUNITY?** Provides day-to-day servicing for Private Banking clients, r...
  • 3/26/2024 12:00:00 AM

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Private Banker (Domestic)
  • IDB
  • North Miami Beach, FL
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 3/25/2024 12:00:00 AM

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Senior Private Banker
  • Pacifica Continental
  • Miami, FL
  • Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. ...
  • 3/25/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,818 to $105,580

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019