... Banking Systems (IBS). You will analyze customer data, business processes, and operational ... Success in this role is measured by conversion accuracy, client satisfaction, risk mitigation, and ...
... Banking Systems (IBS). You will analyze customer data, business processes, and operational ... Success in this role is measured by conversion accuracy, client satisfaction, risk mitigation, and ...
Gas Distribution Designer
Milwaukee, WI · On-site +1
Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and ... Candidates should have strong CAD experience and be comfortable learning client-specific design ...
Quick apply
Gas Distribution Designer
Milwaukee, WI · On-site +1
Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and ... Candidates should have strong CAD experience and be comfortable learning client-specific design ...
Strategic thinker with a deep understanding of the financial services industry, including banking ... and exceeding client expectations. WHY YOU'LL LOVE WORKING AT INTERDEPENDENCE ???? 100% Remote ...
Quick apply
Strategic thinker with a deep understanding of the financial services industry, including banking ... and exceeding client expectations. WHY YOU'LL LOVE WORKING AT INTERDEPENDENCE ???? 100% Remote ...
Strategic thinker with a deep understanding of the financial services industry, including banking ... and exceeding client expectations. WHY YOU'LL LOVE WORKING AT INTERDEPENDENCE ???? 100% Remote ...
Quick apply
Strategic thinker with a deep understanding of the financial services industry, including banking ... and exceeding client expectations. WHY YOU'LL LOVE WORKING AT INTERDEPENDENCE ???? 100% Remote ...
Part-Time Remote Licensed Psychologist
Milwaukee, WI · On-site +1
$90/hr
We manage the administrative side of private practice, including marketing, verifying client insurance benefits, and handling the invoicing/billing process so you can accept insurance without ever ...
Part-Time Remote Licensed Psychologist
Milwaukee, WI · On-site +1
$90/hr
We manage the administrative side of private practice, including marketing, verifying client insurance benefits, and handling the invoicing/billing process so you can accept insurance without ever ...
... banking, management consulting, transaction advisory, or private equity * 2+ years of experience ... This is an internal, non-client-facing role with limited travel as needed for business meetings.
... banking, management consulting, transaction advisory, or private equity * 2+ years of experience ... This is an internal, non-client-facing role with limited travel as needed for business meetings.
Licensed Clinical Social Worker (Remote)
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Clinical Social Worker -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Licensed Clinical Social Worker (Remote)
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Clinical Social Worker -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Licensed Mental Health Counselor (Remote)
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Mental Health Counselor -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Licensed Mental Health Counselor (Remote)
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Mental Health Counselor -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Licensed Mental Health Therapist - Remote
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Mental Health Therapist -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Licensed Mental Health Therapist - Remote
Milwaukee, WI · On-site +1
$119/hr
Up to $119/hour Licensed Mental Health Therapist -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...
Collection Representative (WI)
Milwaukee, WI · On-site +1
$20/hr
Please note - while this position is fully remote, candidates must be residents of Wisconsin ... Because our client's consumers rely on your/our reliability, the ability to plan and stick to a ...
Collection Representative (WI)
Milwaukee, WI · On-site +1
$20/hr
Please note - while this position is fully remote, candidates must be residents of Wisconsin ... Because our client's consumers rely on your/our reliability, the ability to plan and stick to a ...
Collection Representative (WI)
Milwaukee, WI · Remote
$20/hr
Description Please note - while this position is fully remote, candidates must be residents of ... Because our client's consumers rely on your/our reliability, the ability to plan and stick to a ...
Collection Representative (WI)
Milwaukee, WI · Remote
$20/hr
Description Please note - while this position is fully remote, candidates must be residents of ... Because our client's consumers rely on your/our reliability, the ability to plan and stick to a ...
Civil Engineering Project Manager - Mission Critical (REMOTE)
Milwaukee, WI · On-site +1
$80K - $107K/yr
Client types include private developers, general contractors, and architects. * Seeking a motivated individual who is, enthusiastic, flexible, innovative, organized, and possesses strong ...
Civil Engineering Project Manager - Mission Critical (REMOTE)
Milwaukee, WI · On-site +1
$80K - $107K/yr
Client types include private developers, general contractors, and architects. * Seeking a motivated individual who is, enthusiastic, flexible, innovative, organized, and possesses strong ...
Louis, MO, Milwaukee, WI , or any of our Midwest based offices, with the opportunity for remote or ... Geosyntec is an innovative, international engineering and consulting firm serving private and ...
Louis, MO, Milwaukee, WI , or any of our Midwest based offices, with the opportunity for remote or ... Geosyntec is an innovative, international engineering and consulting firm serving private and ...
Business Development - Food Plant Engineering
Milwaukee, WI · On-site +1
$140K - $170K/yr
... to remote candidates. Primary Responsibilities: * Identify and qualify new potential client ... Experience across a mix of food production clients - brand owners, co-packers, private label ...
Business Development - Food Plant Engineering
Milwaukee, WI · On-site +1
$140K - $170K/yr
... to remote candidates. Primary Responsibilities: * Identify and qualify new potential client ... Experience across a mix of food production clients - brand owners, co-packers, private label ...
Business Development - Food Plant Engineering
Milwaukee, WI · Remote
$140K - $170K/yr
... to remote candidates. Primary Responsibilities: * Identify and qualify new potential client ... Experience across a mix of food production clients - brand owners, co-packers, private label ...
Quick apply
Business Development - Food Plant Engineering
Milwaukee, WI · Remote
$140K - $170K/yr
... to remote candidates. Primary Responsibilities: * Identify and qualify new potential client ... Experience across a mix of food production clients - brand owners, co-packers, private label ...
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details: Wipfli is an equal ...
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details: Wipfli is an equal ...
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details:
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details:
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details:
Wipfli's client accounting advisory practice is seeking a Manager with strong nonprofit accounting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details:
ETF Lead Fund Accountant
Milwaukee, WI · On-site +1
$76K - $163K/yr
CST, with Monday to Thursday being in-office and Friday's remote with possible remote work allowed ... banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of ...
ETF Lead Fund Accountant
Milwaukee, WI · On-site +1
$76K - $163K/yr
CST, with Monday to Thursday being in-office and Friday's remote with possible remote work allowed ... banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of ...
This is a remote position. What You'll Do: As the Clinical Account Executive, you will: * Actively ... Meet or exceed goals related to client satisfaction. * Deliver prescription drug and benefits ...
This is a remote position. What You'll Do: As the Clinical Account Executive, you will: * Actively ... Meet or exceed goals related to client satisfaction. * Deliver prescription drug and benefits ...
Remote Private Client Banker information
See Racine, WI salary details
$29.1K - $36.2K
6% of jobs
$36.2K - $43.3K
13% of jobs
$44.4K is the 25th percentile. Wages below this are outliers.
$43.3K - $50.4K
39% of jobs
$57.2K is the 75th percentile. Wages above this are outliers.
$50.4K - $57.5K
18% of jobs
$57.5K - $64.7K
8% of jobs
$64.7K - $71.8K
1% of jobs
$71.8K - $78.9K
0% of jobs
$78.9K - $86K
2% of jobs
$86K - $93.1K
12% of jobs
$93.1K - $100.2K
1% of jobs
$100.2K - $107.4K
0% of jobs
$29.1K
$60.1K
$107.4K
How much do remote private client banker jobs pay per year?
What are the key skills and qualifications needed to thrive as a remote private client banker?
What is the difference between Remote Private Client Banker vs Remote Personal Banker?
| Aspect | Remote Private Client Banker | Remote Personal Banker |
|---|---|---|
| Credentials | FINRA Series 7/66, CFP (optional) | FINRA Series 6/7, possibly Series 63/66 |
| Work Environment | High-net-worth client interactions, personalized financial services | General banking services, retail customer support |
| Employer & Industry | Private banks, wealth management firms | Retail banks, commercial banking |
| Search & Comparison Intent | High-net-worth client services, wealth management roles | Basic banking, retail customer service roles |
The Remote Private Client Banker focuses on serving high-net-worth clients with specialized financial solutions, requiring relevant certifications like Series 7/66. In contrast, the Remote Personal Banker handles everyday banking needs for general customers, often with Series 6/7. Both roles are remote but differ in client type, credentials, and industry focus.
How does a remote private client banker maintain strong client relationships without in-person meetings?
What is a remote private client banker?

Full-time
Posted 18 days ago
FIS Global rating
7.4
Based on 10 frontline employees who took The Breakroom Quiz
167th of 242 rated software companies
Job description
Job Description
We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS?
About the Role
As a Consultant II supporting the Safe Deposit Box System, Customer Information System (CIS), and Currency Transaction Reporting (CTR) System, you will play a critical role in ensuring the successful conversion and implementation of customer data into Integrated Banking Systems (IBS). You will analyze customer data, business processes, and operational requirements to design accurate data mappings and conversion strategies. Working closely with clients, technical teams, and implementation partners, you will help ensure data integrity, operational readiness, and a seamless transition to FIS solutions. Success in this role is measured by conversion accuracy, client satisfaction, risk mitigation, and successful implementation outcomes.
What You Will Be Doing
- Analyze customer data files, workflows, and business requirements to develop comprehensive data conversion strategies.
- Create and maintain field-to-field data mapping documentation that supports accurate and efficient data migration.
- Validate and reconcile conversion data to ensure accuracy, completeness, and alignment with customer requirements.
- Configure customer-specific processing parameters and system settings within IBS solutions.
- Execute testing activities, review conversion results, and identify opportunities to improve data quality and processing accuracy.
- Partner with clients and technical teams to translate business requirements into functional and technical specifications.
- Lead readiness reviews by coordinating testing, training validation, procedural reviews, and operational preparedness activities.
- Serve as a trusted advisor during implementation and conversion events, providing troubleshooting, issue resolution, and client support.
- Communicate project status, risks, and conversion outcomes to stakeholders throughout the implementation lifecycle.
- Support continuous process improvement initiatives that enhance conversion efficiency, quality, and customer experience.
Required Qualifications
- Experience performing data mapping, data validation, data analysis, and conversion activities.
- Strong analytical, problem-solving, and critical-thinking skills with the ability to interpret complex data structures.
- Ability to translate customer business requirements into clear technical specifications and actionable solutions.
- Excellent customer service, communication, and relationship-building skills with experience supporting both remote and onsite engagements.
- Experience managing multiple priorities while maintaining high levels of accuracy and attention to detail.
- Strong collaboration skills with the ability to work effectively across clients, implementation teams, and technical stakeholders.
Preferred Qualifications
- Bachelor's degree in Business, Information Systems, Finance, or a related field, or an equivalent combination of education, training, and experience.
- Typically, 5+ years of experience within a banking environment.
- Knowledge of FIS products and services, particularly Integrated Banking Systems (IBS), customer information, safe deposit box, and/or currency transaction reporting systems.
- Understanding of banking operations, data conversion methodologies, and implementation best practices.
- Experience with data validation, reconciliation, testing, and conversion activities.
What We Offer you
At FIS, we are as committed to growing our employees' careers as our own business. We offer:
- Opportunities to innovate in fintech
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
- Competitive salary and benefits
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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About FIS
Sourced by ZipRecruiter
FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.
Industry
It services
Company size
10,000+ Employees
Headquarters location
Jacksonville , FL, US
Year founded
1968