Private Banker jobs in Minnesota

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)

A
Private Banker
  • Associated Bank - Corp
  • Park, MN 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 growth and development are encouraged and supported, 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.

    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 of sales 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 on,and.

    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 contactif 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 Notice. Know Your Right to Workor.

    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.

     

  • 2 Months Ago

A
Private Banker
  • Associated Bank - Corp
  • Park, MN 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...
  • 2 Months Ago

P
SR Private Banker - UY
  • Pacifica Continental
  • Montevideo, MN FULL_TIME
  • Importante banco privado internacional en Montevideo esta en busca de un Banquero Privado Senior altamente motivado y con experiencia para unirse a su equipo en crecimiento. El banco posee Agente de V...
  • 6 Days Ago

J
U.S. Private Bank – Private Banker – Associate
  • JPMorgan Chase
  • Minneapolis, MN 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 ...
  • 2 Months Ago

C
Coldwell Banker is growing and looking for Licensed Real Estate Agent
  • Coldwell Banker
  • Edina, MN FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 19 Days Ago

J
U.S. Private Bank – Private Banker – Vice President or Executive Director
  • JPMorgan Chase
  • Minneapolis, MN 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 ...
  • 2 Months Ago

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

H
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

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

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

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

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

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

F
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

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$75,089 to $110,387

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