Private Banker jobs in Racine, WI

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
Banker
  • Associated Bank - Corp
  • Geneva, 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 growth and development are encouraged and supported, then Associated Bank may be the right place for you.

    Under direct supervision of a Bank or Market Manager, responsible for assisting customers in a transitional role focused on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues and, when appropriate, proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrate digital alternatives as appropriate. While learning and modeling behaviors through roadmap progression, responsible to complete curriculum, meet performance milestones, and pass Banker certification for promotion eligibility. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers.

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

    Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

    As a Banker, you will:

    • Experience comprehensive training to position you for success.

    • Be empowered to pursue your interests, develop new skills, and make a difference every day.

    • Provide exceptional customer service by efficiently and accurately processing customer transactions.

    • Identify and service customer needs and resolve issues while building relationships in your community.

    • Open new accounts and uncover cross-selling opportunities that benefit customer financial wellness.

    • Partner with and refer customers to internal insurance, mortgage, and other key areas within the bank to help meet their financial needs.

    • Support the operational integrity of the branch.

    • Proactively aisle prospect at our in-store locations.

    Education

    • High School or equivalent combination of education and experience, Required.

    Experience

    • 2-4 years Customer facing sales and/or service experience, 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.

     

  • Just Posted

H
Banker
  • Huntington National Bank
  • Waukegan, IL FULL_TIME
  • Description Summary : Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch collea...
  • Just Posted

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Banker
  • BMO
  • Waterford, WI FULL_TIME
  • Application Deadline : 05 / 30 / 2024 Address : 300 N Milwaukee Street Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies custome...
  • 3 Days Ago

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Banker
  • BMO
  • Twin Lakes, WI FULL_TIME
  • Application Deadline : 05 / 01 / 2024 Address : 508 N. Lake Avenue 508 N. Lake Avenue Job Family Group : Retail Banking Sales & Service Works collaboratively within the branch and with BMO partners to...
  • 3 Days Ago

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Banker
  • BMO
  • Lake, IL FULL_TIME
  • Application Deadline : 04 / 29 / 2024 Address : 1310 S. Route 12 1310 S. Route 12 Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identif...
  • 3 Days Ago

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Office Administrator - Lake Geneva, WI - part-time
  • Coldwell Banker Real Estate Group
  • Pell Lake, WI PART_TIME
  • Are you an outgoing, self-starting overachiever? Do you enjoy talking to people and making everyone smile? Are you detail-oriented and have great computer skills? Then Coldwell Banker Real Estate Grou...
  • Just Posted

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0 Private Banker jobs found in Racine, WI area

M
Financial Rep Upcoming Grad - Starting at $16/hr
  • Mutual Of Omaha
  • Cudahy, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/24/2024 12:00:00 AM

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Mortgage Branch Manager
  • Primary Residential Mortgage
  • Milwaukee, WI
  • Primary Residential Mortgage, Inc. (PRMI) is expanding its operations and seeks a Mortgage Branch Manager of Retail Mort...
  • 4/24/2024 12:00:00 AM

S
FP&A Analyst
  • Steel Partners
  • Pleasant Prairie, WI
  • Job Description POSITION OVERVIEW This position will support the annual planning, forecasting, financial analysis and ac...
  • 4/23/2024 12:00:00 AM

D
Document Management Specialist
  • Dovenmuehle Mortgage Inc.
  • Lake Zurich, IL
  • Job Description Job Description Full time - Remote in US Office location: Lake Zurich, IL, Department: Document Manageme...
  • 4/21/2024 12:00:00 AM

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Investment Analyst - Private Debt & Equity
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 4/21/2024 12:00:00 AM

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Financial Rep Upcoming Grad
  • Hiring Now!
  • Cudahy, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/21/2024 12:00:00 AM

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Remote Dealer Representative
  • Bartech Group
  • Racine, WI
  • Location: Location: Remote Dealer Representative in Racine, WI at The Bartech Group **Location:** **Experience:** Not Sp...
  • 4/20/2024 12:00:00 AM

M
Financial Rep Upcoming Grad
  • Mutual of Omaha
  • Cudahy, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/20/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,180 to $104,640
Racine, Wisconsin area prices
were up 1.8% from a year ago

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