Search the 4 jobs at HTLF

The Commercial and Treasury Management Client Support Specialist ensures superior customer support for treasury management and commercial banking products. Responsibilities include managing customer inquiries, troubleshooting technical issues, and coordinating with internal departments to provide efficient solutions. The role also involves training customers on system navigation and maintaining awareness of compliance regulations.

The Financial Consultant assists clients in achieving financial goals by evaluating their situations and presenting investment strategies. Responsibilities include meeting clients to discuss their needs, recommending investment options, monitoring investment performance, and conducting seminars. The role emphasizes continuous client communication and updated financial training.

The Wealth Specialist provides administrative and operational support to Wealth Management Advisors, focuses on client service, prepares reports, manages account openings, and ensures compliance in account administration, while participating in ongoing professional development.

The Wealth Advisor builds and manages wealth management relationships with high-net-worth clients, providing comprehensive financial guidance on investments, tax, estate planning, and banking needs. Their role involves acquiring new clients, executing a personal business plan, coordinating with internal teams, and ensuring service standards are met, while staying informed on industry trends and compliance requirements.