Private Banking Officer

2 weeks ago

Denver, Colorado, United States Midwestone Financial Group, Inc. Full time

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 your talents and helps you grow personally and professionally, then look no further.

At MidwestOne Bank we view our Private Bankers as the primary member of our Wealth team coordinating high net worth client relationships in conjunction with other Wealth partners. Our Private Bankers coordinate the initial profiling and build a team to best fit the client's needs. Strong networking and sales skills are critical to the success of this role.

Responsibilities

  • Private Bankers are responsible for developing, managing, and retaining full-service relationships with high net worth private banking clients.
  • Providing advice, counsel, and high-level customer service to meet the financial needs of clients through extensive and thoughtful profiling.
  • Supporting MidwestOne standards for managing a client portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.
  • Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management. This includes building a cross-functional Wealth team for all high net worth clients.
  • A key aspect of this role is a strong partnership with our internal commercial and branch banking leaders to profile and grow our Private Wealth client base.
  • The ability to identify and present new product ideas to senior management as MidwestOne grows our Private Banking offering.
  • The ability to "wear many hats" including the occasional need to open accounts and process paperwork to ensure client needs are being met.
  • Focus on an annual scorecard including areas such as loan growth, deposit growth, new Private Banking households, and investment management.

The Perks

  • Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
  • Career development and continuous learning opportunities
  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
  • 100% vested 401(k) Retirement Plan with company match
  • Medical, Dental, and Vision insurance
  • Flex spending plan & Health savings accounts with employer contribution
  • Student Loan Debt Reduction Program & Tuition Assistance Plan
  • Employee Stock Ownership Plan
  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members
  • Employer provided long term and short term disability insurance
  • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance
  • Wellness Program
  • Free banking services and other financial services discounts
  • Take Your Dog to Work Day in June
  • Employee Rally Day- a day of celebration and recognition

Qualifications

  • Bachelor's degree or equivalent combination of post high school education and related work experience
  • In addition to education, prefer 5-10 years of Private Banking, Business Banking, or Commercial Banking experience.
  • FINRA 6/7 and 63/66 licenses preferred but not required.
  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

Now that you know more about us and the position, next step is for you apply so we can learn about you

$90-$140k base comp with eligibility for incentives

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