MidWestOne Bank

  • Private Banking Operations Specialist

    Status
    Non-Exempt
    Type
    Full-Time
    Location
    102 South Clinton Street
    City
    Iowa City
    State
    IA
    Benefits Package
    Yes - Full Time Package
  • Overview

    Provides administrative and operational support for the private banking team while also responsible for direct customer contact with private banking clients.  Assists with database management using OneView and other database tools.  Coordinates Private Banking events including Private Banking Advisory Board meetings.

    Responsibilities

    Opens checking, savings, certificate of deposits and IRA accounts and non-traditional banking products which meet the customers’ needs while cross-selling other MWO services to enhance the customer relationship.  Closes accounts as needed.

     

    Plans, creates and executes marketing efforts for private banking such as obtaining client lists, creating client outreach campaigns, helping analyze client data, etc.

     

    Plans, creates and executes operational efforts for private banking such as developing policies and procedures, helping with training of tellers and personal bankers for how to work with private banking clients, etc.

     

    Coordinates account maintenance by working closely with customer service and operations in order to provide timely and streamlined service for private banking clients whenever possible.

     

    Answers phones for private banking department and helps customers as able or refers on to the appropriate private banker.

     

    Handles a variety of customer service requests involving account relationships and may be asked to meet with customers at other locations besides the downtown office.

     

    Contacts customers about maturing CD’s, lines of credit, or other services in order to proactively build the client relationship.

     

    Prepares Advisory Board agenda and correspondence, attends meetings and tracks attendance.

     

    Generates closed business reports and assists with other reporting, including OneView.

    Qualifications

    Bachelor’s degree preferred; or three to five years related experience and/or training; or equivalent combination of educations and experience.

     

    At MidWestOne Bank diversity is embraced and we are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, creed, Veteran status, disability, or any other legally protected status.  If you have a disability or special need that requires accommodation, please let us know. 

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