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Remote Private Client Banker Jobs in Racine, WI (NOW HIRING)

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ETF Lead Fund Accountant

Milwaukee, WI · On-site +1

$76K - $163K/yr

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Showing results 21-40

Remote Private Client Banker information

See Racine, WI salary details

$29.1K

$60.1K

$107.4K

How much do remote private client banker jobs pay per year?

As of Aug 11, 2026, the average yearly pay for remote private client banker in Racine, WI is $60,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $61,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a remote private client banker?

To thrive as a Remote Private Client Banker, you need a solid understanding of financial products, wealth management, and regulatory compliance, often supported by a bachelor's degree in finance or related fields and relevant licenses such as FINRA Series 7 or 66. Familiarity with digital banking platforms, CRM systems, and secure communication tools is essential for serving clients remotely. Exceptional interpersonal skills, active listening, and problem-solving abilities distinguish top performers in this role. These skills are vital to building trust, delivering tailored financial solutions, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Private Client Banker vs Remote Personal Banker?

AspectRemote Private Client BankerRemote Personal Banker
CredentialsFINRA Series 7/66, CFP (optional)FINRA Series 6/7, possibly Series 63/66
Work EnvironmentHigh-net-worth client interactions, personalized financial servicesGeneral banking services, retail customer support
Employer & IndustryPrivate banks, wealth management firmsRetail banks, commercial banking
Search & Comparison IntentHigh-net-worth client services, wealth management rolesBasic 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?

Remote Private Client Bankers rely on proactive communication through phone, email, and secure video conferencing to build and maintain client trust. They often schedule regular check-ins to review clients’ financial goals, provide updates on portfolio performance, and address any concerns promptly. Leveraging digital tools and personalized service, they ensure clients feel supported and valued, even without face-to-face interaction. Collaboration with in-house specialists, such as financial advisors and loan officers, is also key to delivering comprehensive solutions remotely.

What is a remote private client banker?

A Remote Private Client Banker is a financial professional who provides personalized banking and financial services to high-net-worth individuals or clients, primarily through digital channels such as phone, video calls, and online platforms. Their responsibilities include managing client relationships, advising on investment and wealth management solutions, assisting with complex banking transactions, and ensuring clients' financial needs are met remotely. This role requires strong communication and analytical skills, as well as a deep knowledge of banking products and regulations.
What job categories do people searching Remote Private Client Banker jobs in Racine, WI look for? The top searched job categories for Remote Private Client Banker jobs in Racine, WI are:
Infographic showing various Remote Private Client Banker job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,087 per year, or $28.9 per hour.

Consultant II - Safe Deposit Box, CIS, CTR

FIS

Milwaukee, WI • On-site, Remote

Full-time

Posted 18 days ago


FIS Global rating

7.4

Company rating: 7.4 out of 10

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

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