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Private Banker jobs in Iowa

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)

Recently Added Private Banker jobs

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Private Banker - Richmond, VA
  • F.N.B. Corporation
  • Atlantic, IA FULL_TIME
  • Primary Office Location:

    300 East Lombard Street. Baltimore, Maryland. 21202.

    Join our team. Make a difference - for us and for your future.

    nPosition Title: Private Banker 2

    Business Unit: Private Banking

    Reports To: Varies Based on Assignment

    Position Overview

    This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.

    Primary Responsibilities

    Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.

    Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.

    Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.

    Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.

    Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.

    Performs other related duties and projects as assigned.

    All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.

    F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

    Minimum Education

    BA or BS

    Minimum Years Experience

    5

    Special Skills

    Excellent organizational, analytical and interpersonal skills

    Excellent communication skills, both written and verbal

    Detail-oriented

    Excellent customer service skills

    Ability to use a personal computer and job-related software

    MS Word - Basic Level

    MS Excel - Intermediate Level

    Ability to work and multi-task in a fast paced environment

    Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells. Strong underwriting acumen and prior experience with closed referrals to Wealth preferred.

    Special Licenses And Certificates

    Nationwide Mortgage Licensing System and Registry Identifier required.

    Physical Requirements

    N/A
  • 16 Days Ago
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F
Financial Advisor, Private Banker
  • Farmers State Bank
  • Des Moines, IA FULL_TIME
  • Description Join Our Team as a Financial Advisor! Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic environment where every day brings new challenges an...
  • 2 Months Ago
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C
Real Estate Agent
  • Coldwell Banker Distinctive Properties
  • Des Moines, IA FULL_TIME
  • Are you ready to take your real estate career to the next level? Coldwell Banker Distinctive Properties is an industry-leading real estate brokerage with over 500 sales associates and staff serving Id...
  • Just Posted
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C
Accounting Assistant
  • Coldwell Banker Mid-America
  • Des Moines, IA FULL_TIME
  • This position is responsible for integral parts of the accounting process. We are looking for a motivated, detail-oriented Accounting Assistant who is familiar with accounting procedures and has exper...
  • 20 Days Ago
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C
Real Estate Agent
  • Coldwell Banker Mid-America
  • Des Moines, IA FULL_TIME
  • Are you ready to take your real estate career to the next level? Coldwell Banker Mid-America is an industry-leading real estate brokerage with over 500 sales associates and staff serving Idaho, Iowa, ...
  • 2 Months Ago
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F
Banker
  • First National Bank
  • Ames, IA FULL_TIME
  • Major Function : Provide personalized banking services to current and prospective customers, consistently seeking to develop relationships and deliver excellence in customer service. Process transacti...
  • 5 Days Ago
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Private Banker jobs at Popular Companies

A
Senior Private Banker
  • Avior Executive Search, Inc
  • Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 6/12/2024 12:00:00 AM
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Private Banker
  • Hiring Now!
  • Wayzata, MN
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/12/2024 12:00:00 AM
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N
SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 6/10/2024 12:00:00 AM
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F
Private Banker II
  • First Citizens Bank
  • Atlanta, GA
  • Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
  • 6/10/2024 12:00:00 AM
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H
Private Banker
  • Hiring Now!
  • Milwaukee, WI
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/9/2024 12:00:00 AM
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D
Private Banker - Director
  • Deutsche Bank
  • Los Angeles, CA
  • Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
  • 6/9/2024 12:00:00 AM
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F
Private Banker II
  • First Citizens Bank
  • New York, NY
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 6/9/2024 12:00:00 AM
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Private Banker
  • First Citizens Bank
  • Charlotte, NC
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 5/6/2024 12:00:00 AM
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About Iowa

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,244 to $103,265

Most Popular Cities in Iowa for Private Banker Jobs

What does a Private Banker do?

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