Jobs
>
Denver

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

    Heartland Financial USA, Inc.
    Heartland Financial USA, Inc. Denver, United States

    1 week ago

    Default job background
    Description
    Employment at Heartland Financial USA, Inc. is employment at will
    Senior 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 client's 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 deposit
    Leads 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 client's financial data or investment objectives and recommends strategies based on the client's 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

    Responsibilities

    Completes 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.
    Qualifications

    Education and Work Experience:
    Bachelors required
    5-7 years experience in managing relationships with high net worth clients required
    Credit origination experience required

    Knowledge, 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) preferred
    Chartered Financial Analyst (CFA) preferred
    Certified 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.

    We're 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 Lender
    Employment at Heartland Financial USA, Inc. is employment at will

    #J-18808-Ljbffr
  • First Western Trust

    Private Banker I

    19 hours ago

    First Western Trust Denver, United States

    First Western is seeking an Private Banker to join our team Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Private Banker at First Western, you w Banker, Private, Banking, Expe ...

  • First Western

    Private Banker I

    1 week ago

    First Western Denver, United States

    Job Description · Job Description · First Western is seeking an Private Banker to join our team · Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. · As a · Private Banker · at Fir ...

  • Sunflower Bank, N.A.

    Private Banker

    1 week ago

    Sunflower Bank, N.A. Englewood, United States

    Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Denver, CO. · The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position ...

  • First Western

    Private Banker I

    2 days ago

    First Western Denver, United States

    Job Description · Job DescriptionFirst Western is seeking an Private Banker to join our team · Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. · As a Private Banker at First Western ...

  • Sunflower Bank, N.A.

    Private Banker

    19 hours ago

    Sunflower Bank, N.A. Englewood, United States

    Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Denver, CO. · The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position ...

  • KeyCorp

    Licensed Private Client Banker

    2 days ago

    KeyCorp Denver, United States

    Location:6405 East Hampden Avenue - Denver, Colorado 80222 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Prog Client Banker, Licensed, Priv ...

  • JPMorgan Chase Bank, N.A.

    Private Client Banker II

    1 week ago

    JPMorgan Chase Bank, N.A. Boulder, United States

    Private Client Banker II - Boulder DT - Boulder, CO - NORTHERN CO · Boulder, CO · Mar 06, 2024 · Finance · Job Description · You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing t ...

  • PNC Financial Services Group

    Relationship Banker

    1 week ago

    PNC Financial Services Group Westminster, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Midwest One Bank

    Private Banking Officer

    1 week ago

    Midwest One Bank Denver, United States

    Overview: · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops ...

  • Lion Equity Partners

    Business Development Associate

    6 days ago

    Lion Equity Partners Denver, United States

    Lion Equity Partners, a Denver-based investment firm, is seeking to add a Business Development Associate. This position will report directly to the Head of Business Development and will be responsible for prospecting and maintaining relationships with key decision makers and iden ...

  • Q Advisors

    Investment Banking Senior Analyst/Associate

    2 weeks ago

    Q Advisors Denver, United States

    Overview: · Q Advisors is actively seeking an Analyst 2/Associate 1 to support corporate finance transactions within Technology, Media, and Telecom (TMT) industry sectors. This position will play an integral role across all phases of deal execution and a broad range of transactio ...

  • Lion Equity Partners

    Business Development Associate

    1 week ago

    Lion Equity Partners Denver, United States

    Lion Equity Partners, a Denver-based investment firm, is seeking to add a Business Development Associate. This position will report directly to the Head of Business Development and will be responsible for prospecting and maintaining relationships with key decision makers and iden ...

  • High Country: Private Equity Search

    Investment Banking Associate

    5 days ago

    High Country: Private Equity Search Denver, United States

    Summary · A Denver based middle-market investment bank is looking to hire an experienced Investment Banker at the Associate level to join their small team. · The firm prides itself on having a disciplined deal selection approach resulting in a low-volume and high-quality evaluati ...

  • Lion Equity Partners LLC

    Business Development Associate

    2 days ago

    Lion Equity Partners LLC Denver, United States

    Lion Equity Partners, a Denver-based investment firm, is seeking to add a Business Development Associate. This position will report directly to the Head of Business Development and will be responsible for prospecting and maintaining relationships with key decision makers and iden ...

  • Lion Equity Partners LLC

    Business Development Associate

    4 days ago

    Lion Equity Partners LLC Denver, United States

    Lion Equity Partners, a Denver-based investment firm, is seeking to add a Business Development Associate. This position will report directly to the Head of Business Development and will be responsible for prospecting and maintaining relationships with key decision makers and iden ...

  • Lion Equity Partners LLC

    Business Development Associate

    1 week ago

    Lion Equity Partners LLC Denver, United States

    Lion Equity Partners, a Denver-based investment firm, is seeking to add a Business Development Associate. This position will report directly to the Head of Business Development and will be responsible for prospecting and maintaining relationships with key decision makers and iden ...

  • Hilltop Holdings

    Investment Banking Analyst

    2 hours ago

    Hilltop Holdings Denver, United States

    Job Description · HilltopSecurities is currently looking to hire an Investment Banking Analyst or Associate. The Analyst position is responsible for providing analysis and transaction support to senior investment bankers for an array of public finance clients. · Responsibilitie ...

  • Hilltop Holdings

    Investment Banking Analyst

    1 week ago

    Hilltop Holdings Denver, United States

    Job Description · HilltopSecurities is currently looking to hire an Investment Banking Analyst or Associate. The Analyst position is responsible for providing analysis and transaction support to senior investment bankers for an array of public finance clients. · Responsibilitie ...

  • FORVIS

    Investment Banking Associate

    2 days ago

    FORVIS Denver, United States

    & Requirements · FORVIS Capital Advisors, LLC, a wholly owned subsidiary of FORVIS, LLP, is seeking an Associate to join the investment banking team. The ideal physical location for the position will be in Denver, Colorado. Our group is led by a talented team of experienced inve ...

  • Northern Trust

    Sr Account Manager, Banking

    1 week ago

    Northern Trust Denver, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...