The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private ...
The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private ...
WM Affluent Banker
$86K - $105K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
$86K - $105K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
West Des Moines, IA ยท On-site
$91K - $111K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
West Des Moines, IA ยท On-site
$91K - $111K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
Iowa City, IA ยท On-site
$86K - $105K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
Iowa City, IA ยท On-site
$86K - $105K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
West Des Moines, IA ยท On-site
$91K - $111K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
WM Affluent Banker
West Des Moines, IA ยท On-site
$91K - $111K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ...
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ...
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Quick apply
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Wealth Management Advisor
Iowa City, IA ยท On-site
$100K/yr
S.) from a four-year college or university; plus two to four years in wealth management, private banking, financial planning, investment or trust administration experience and/or training; or ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
Altoona, IA ยท On-site
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
Altoona, IA ยท On-site
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
Pella, IA ยท On-site
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Wealth Management Advisor
Pella, IA ยท On-site
$65K - $80K/yr
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$18.50 - $22.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$18.50 - $22.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$17.25 - $21.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$17.25 - $21.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$18.50 - $22.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Private Client Banker - Altoona Branch - Altoona, IA
Altoona, IA ยท On-site
$18.50 - $22.75/hr
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...
Wealth Management Associate
Marion, IA ยท On-site
Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration. * Proficiency in basic office skills, including computer use ...
Wealth Management Associate
Marion, IA ยท On-site
Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration. * Proficiency in basic office skills, including computer use ...
Wealth Management Associate
Marion, IA ยท On-site
Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration. * Proficiency in basic office skills, including computer use ...
Wealth Management Associate
Marion, IA ยท On-site
Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration. * Proficiency in basic office skills, including computer use ...
Private Bank information
What is a private banker?
What are the key skills and qualifications needed to thrive as a private banker, and why are they important?
What are some common challenges faced by professionals working in private banking, and how can they be managed?
What is the difference between Private Bank vs Private Banker?
| Aspect | Private Bank | Private Banker |
|---|---|---|
| Role | Financial institution offering personalized banking and wealth management services to high-net-worth clients | Individual professional providing personalized banking, investment, and financial advisory services to clients |
| Credentials | Typically requires banking licenses, financial certifications, and industry experience | Requires financial certifications (e.g., CFP, CFA), banking knowledge, and client relationship skills |
| Work Environment | Bank branches, private banking divisions, or wealth management offices | Client offices, bank branches, or remote consultations |
| Employer & Industry Usage | Financial institutions, private banks, wealth management firms | Private banks, wealth management firms, financial advisory companies |
In summary, a Private Bank is a financial institution providing private banking services, while a Private Banker is a professional working within or for such an institution, directly managing client relationships and financial portfolios.
Do private bankers get paid well?
How to work in a private bank?
What are the positions in a private bank?
What do private bankers get paid?
What are popular job titles related to Private Bank jobs in Iowa?
For Private Bank jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Private Bank jobs in Iowa look for?
The top searched job categories for Private Bank jobs in Iowa are:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 10 days ago
Job description
There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.
Job Summary:
The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private Banking clients. The PBA I possesses a beginning to working knowledge of subject matter & handles basic to moderately complex issues, escalating the more complex issues to the PBA II or PB Senior Associate.
Primary Functions and/or Responsibilities:
- Prepares letters, memorandums, reports and credit/debit items; processes payments, advances, and wire transfer requests; assists officer in opening new accounts and preparing loan papers.
- Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients
- Assists lending officers on clean-up of documentation exceptions, requests financial statements when due and assists in the insurance monitoring of credit relationships
- Processes foreign currency orders when needed
- Performs other duties as assigned
Education and/or Experience:
- High school diploma or GED preferred
- At least one year of administrative experience required
- Banking experience and a beginning understanding of commercial and real estate lending is helpful, but not required
Specific Skills, Knowledge & Abilities:
- Exceptional clerical skills
- Possesses good judgment
- Ability to work well under pressure
- Basic bookkeeping skills extremely helpful
- Confidentiality is a must
Hiring Salary Range
The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Base Salary Range: $24.00 - $28.00 plus annual bonus.
Benefits
- Group Health, Dental, and Vision Insurance
- Generous Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- 401(k) plan with lucrative company match
- Tuition assistance
- Company Paid Life Insurance
- Paid Parental Leave
- Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
- Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).
EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”
About BANKERS TRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Des Moines, IA, US
Year founded
1917