Senior Private Banker - Denver, United States - Heartland Financial USA, Inc.

Description

Employment at Heartland Financial USA, Inc. is employment at willSenior Private Banker

• Denver page is loaded Senior Private Banker
• Denver Apply locations CWB-Downtown Banking Center, Suite 200 time type Full time posted on Posted 2 Days Ago job requisition id HTLF is an equal opportunity employer committed to creating a diverse workforce.

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.
HTLF is a diversified financial services company headquartered in Denver, Colorado.

We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength giving local decision-making the opportunity and insights to focus on customers and growth.

Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets.

We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities.

We're dedicated to making HTLF the best place to work where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

The Senior Private Banker is responsible for expanding the growth of client relationships by identifying opportunities to deepen existing relationships.

This role proactively and independently advises on the clients financial needs and speaks to the full array of the Private Bank's capabilities.

The Private Banker establishes and deepens relationships with internal and external partners and Centers of Influence (COIs) to identify prospects.

In addition, this role executes the client management process and partners across the enterprise to provide an unparalleled client experience.

Primary Responsibilities :

Drives inflows of new business across all product lines (Credit, Investments, Deposit) into existing book of business including identifying appropriate prospects within defined target markets, creating and managing an effective prospect list, and performing activities to ensure growth in loan and depositLeads complex credit opportunities, i.e.

structured credit deals.
Grows organic book balances and year-over-year revenue.

Acts as COO (Chief Operations Officer) for the client team, coordinating relationship management activities and managing successful delivery of the client experience.

Identify opportunities for further business integration with internal partners (Commercial, Small Business, etc).Builds relationships with internal and external partners and centers of influence for new client acquisition.

Cross-sells products to existing clients.

Evaluates clients financial data or investment objectives and recommends strategies based on the clients risk profile and personal financial statements.

Ensures that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our clients in an expeditious manner.

Utilizes the credit department to assist in the underwriting of all credits over individual lending limits, and the small business lending center for all credits within the scope of small business and conclude the underwriting process by reaching concurrence with the credit department.

Secondary ResponsibilitiesCompletes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Performs other duties as assigned.


QualificationsEducation and Work Experience:

Bachelors required5-7 years experience in managing relationships with high net worth clients requiredCredit origination experience requiredKnowledge, Skills and Abilities:Excellent ability to work in team environment.

Strong interpersonal and influence / partnership skills.

Significant knowledge of banking and credit:
general understanding of investments, trust and wealth transfer.
Ability to develop sales and negotiation skills to be effective in business development. Can interact with and develop centers of influence and other referral sources.
Strong understanding of all products and services applicable to target client segment.
Understands business implications of decisions; displays orientation to profitability; aligns work with strategic goals.
Understands the basics of credit underwriting.


Licenses and Cetifications:
Certified Financial Planner (CFP) preferredChartered Financial Analyst (CFA) preferredCertified Trust and Fiduciary Advisor (CTFA) preferred
Scheduled Weekly Hours:40

Time Type:
Full time The targeted salary for this role is:$134, $174,684.00 You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.

Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.

About Us At HTLF we seek those who are lifelong learners, creative thinkers and have an inquisitive mind.

If you thrive on challenges and look forward to new opportunities that build positive relationships while providing exceptional results, HTLF is the place for you.

We want you to discover your unique potential and limitless professional possibilities while working with us. HTLF is a diverse and inclusive workplace creating an environment where work feels like a second home. Everyone, regardless of their role, will feel accepted, supported and equally involved.

What makes our team so great is the value HTLF places on individualism and appreciation for the differences each employee offers.

Were a growing team committed to creating a valued workplace for everyone.
Our leaders are actively engaged and committed to providing a positive and professional work environment. They are dedicated to helping you grow and develop your career. We work closely with our employees to strategize individual professional development plans, performance goals and professional development opportunities.

Recognizing and rewarding hard work, developing talent and fostering employees for the next stages of their career is what you can expect as a member of our team.

We grow, when you grow.

Our work family is extremely important to us and at HTLF we strive to ensure our employees are happy, engaged and evolving Help us continue to build an exceptional team that lives our mission statement every day of enriching lives one customer, employee and community at a time.

Member FDIC Equal Housing LenderEmployment at Heartland Financial USA, Inc. is employment at will#J-18808-Ljbffr