Search the 6 jobs at HTLF

The Commercial & Treasury Management Client Support Specialist ensures exceptional customer service for treasury management and commercial banking products. Responsibilities include managing customer support requests, assisting with configuration maintenance, facilitating file limit increase decisions, and training customers on systems. The role requires collaboration with internal departments and awareness of compliance and risk management protocols.

The Financial Consultant at HTLF assists clients in achieving financial goals by evaluating their situations, crafting and presenting tailored financial strategies, and tracking changes in their financial status. Responsibilities include recommending investment strategies, marketing investment products, obtaining referrals, and ensuring ongoing client communication regarding investment updates.

The Wealth Specialist provides administrative and operational support to Wealth Management Advisors, ensuring exceptional client service, account administration, and business development. Responsibilities include preparing reports, maintaining CRM systems, supporting account opening procedures, and addressing client issues as necessary.

The Treasury and Payment Solutions Sales Analyst II assists in growing TPS revenue by creating proposals, coordinating responses, and providing sales demos. This role involves pre-call planning, identifying sales opportunities, supporting internal customers, and managing sales pipelines using tools like Salesforce.

The Wealth Advisor serves high net worth clients, providing comprehensive financial guidance on investments, risk management, tax, estate planning, and banking needs. Responsibilities include acquiring and retaining client relationships, executing business plans, engaging with customers, and participating in community activities to expand the wealth management services offered by HTLF.

The Commercial and Treasury Management Client Support Specialist provides superior customer support for treasury management and commercial banking products, addressing customer inquiries through phone and written channels, ensuring quick and accurate service while managing requests related to product configuration and troubleshooting. The specialist also trains customers on system navigation and collaborates with various departments to enhance client experiences.