Private Banking Manager jobs in Wisconsin

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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PRIVATE BANKING ASSOCIATE
  • WoodTrust Financial Corporation
  • Wausau, WI FULL_TIME
  • FULL-TIME
    WAUSAU

    JOIN OUR TEAM!
    If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for a Private Banking Associate position in our Wausau offices.

    WHY WE’RE DIFFERENT
    Did You Know? WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

    In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

    A DAY IN THE LIFE OF A PRIVATE BANKING ASSOCIATE
    This is a multi-function position which focuses on supporting the customer by performing private banker, customer service representative (CSR), trust operations and front office functions at our Dudley and Bridge Street locations. It also provides support to the Officers, and other staff throughout the bank.

    The duties and responsibilities of this position include, but are not limited to, the following and may be weighted differently depending on the office location:

    Private Banking

    • Review deposit account terms and disclosures with customers as needed
    • Open, close and revise deposit accounts
    • Help customers set up internet banking, bill pay and mobile banking
    • Debit and Credit card assistance – travel notes, increase/decrease debit limitations, card activation, PIN reset, fraud alerts, credit payment details
    • Answer incoming customer phone calls

    CSR

    • Handle teller transactions, wires, close accounts and check orders
    • Scan teller work
    • Safe Deposit Box attendant
    • Service ATM
    • Order cash

    Trust Operations Support (duties may be assigned, depending on office location)

    • Process client cash distributions, client bills, transfers or cash receipts
    • Set up online access accounts and troubleshoot client issues
    • Complete Certificate of Deposit processing
    • Scan and index documents
    • Monitor & process Insurance premium payments
    • Perform account maintenance changes
    • Process IRA distributions
    • Prepare documents
    • Provide administrative support to Officers as needed

    Front Office (duties may be assigned, depending on office location)

    • Assist in opening/closing office
    • Collect and distribute mail
    • Answer incoming phone calls
    • Greet and direct customers to the appropriate associate
    • Maintain conference rooms
    • Prepare, print and bind client presentations
    • Back-up other offices as needed
    • Office related errands (restocking/Post Office, etc.)

    Other duties may be assigned.

    EDUCATION AND EXPERIENCE
    High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.

    OTHER SKILLS AND ABILITIES
    Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Knowledge of Windows environment and proficient computer skills are necessary.

    Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal.

    It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.


    WHY JOIN OUR TEAM?

    If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team! WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development.

    This is full-time position with a great work-life balance. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity!

    Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

    WoodTrust is an Equal Opportunity Employer.

  • 19 Days Ago

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Private Banking Specialist
  • Johnson Financial Group
  • Janesville, WI FULL_TIME
  • Job Description OverviewPrimary responsibility is to provide banking and portfolio administrative support to Private Banking Relationship Managers within a specific geographic area. The Private Bankin...
  • 24 Days Ago

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Private Banking Executive
  • Associated Bank - Corp
  • Milwaukee, 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 hir...
  • 1 Month Ago

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Area Branch Manager
  • TS Banking Group
  • Arcadia, WI FULL_TIME
  • Job Description: First National Bank and Trust Company (formally known as the State Bank of Arcadia), an affiliate of TS Banking Group, is seeking to hire an Area Branch Manager. This role is directly...
  • 3 Days Ago

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Relationship Manager Business Banking
  • Bremer Bank National Association
  • La Crosse, WI FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • 12 Days Ago

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Business Banking Relationship Manager
  • Associated Bank - Corp
  • Madison, WI FULL_TIME
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
  • 18 Days Ago

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Private Equity Associate
  • Broadview Group Holdings, LLC
  • St Louis, MO
  • Who We Are Broadview Group Holdings, LLC (www.broadviewgroup.com) invests in and partners with successful business owner...
  • 3/28/2024 12:00:00 AM

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Credit Analyst
  • Dwight Funding
  • New York, NY
  • Dwight Funding is a leading working capital partner built for early and growth stage businesses in eCommerce, Food & Bev...
  • 3/28/2024 12:00:00 AM

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Biotech / Biopharma Equity Analyst
  • Artia Global Partners LP
  • Miami, FL
  • Artia Global Partners Overview Artia Global Partners LP is a multidisciplinary, healthcare focused investment firm. Arti...
  • 3/28/2024 12:00:00 AM

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Sales Account Manager
  • First National Capital Corporation
  • Irvine, CA
  • Discover an extraordinary sales career opening at our Irvine, CA headquarters and at our Regional Office in Anaheim Hill...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer
  • The Overture Group, LLC
  • Bloomingdale, IL
  • Our client is a growing equipment manufacturer and distributor. They are looking for hands-on CFO that will require driv...
  • 3/28/2024 12:00:00 AM

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Treasury Associate
  • Atlantic Group
  • New York, NY
  • $80B AUM private PE fund - highly diversified portfolio, 14 offices globally, extremely high quality people and culture ...
  • 3/28/2024 12:00:00 AM

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Research Analyst
  • First Trust Capital Management L.P.
  • Chicago, IL
  • Summary The Research Analyst role at First Trust Alternative Investment Research (“FT AIR”) is focused on supporting all...
  • 3/28/2024 12:00:00 AM

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Vice President Investment Banking
  • McKenzie & Associates
  • New York, NY
  • Company Description McKenzie & Associates, L.L.C. is a boutique corporate financial advisory firm that provides services...
  • 3/28/2024 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 Banking Manager jobs
$175,825 to $250,374

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