Search the 6 jobs at HTLF

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 Operations Quality Analyst at HTLF will provide support for deposit quality control across member banks, ensuring compliance with policies and procedures. Responsibilities include reviewing processes, performing quality control checks on various banking forms, managing reports, and assisting management with special projects.

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 Treasury and Payment Solutions Sales Analyst II supports the growth of TPS revenue by creating proposals, RFPs, and sales presentations. Responsibilities include pre-call planning, delivering sales demos, identifying cross-sale opportunities, and providing internal customer support. The analyst collaborates with Treasury Management Officers and Commercial Bankers to enhance client relationships and ensure customer satisfaction.