Search the 6 jobs at HTLF

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 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 Fraud Analyst investigates suspected fraudulent activity using monitoring systems and reports, interacts with banks and customers for verification, and refers confirmed fraud cases to investigators. The role also involves identifying fraud trends and ensuring compliance with regulations.

The Commercial and Treasury Management Client Support Specialist serves as a primary driver ensuring a superior experience in all interactions for the customer support of treasury management and commercial banking products. Responsibilities include providing client support, coordinating product/system configuration maintenance, facilitating rapid decisions for clients, collaborating with internal departments, supporting technological solutions, and maintaining awareness of risks.

The Commercial and Treasury Management Client Support Specialist is responsible for providing superior customer support in treasury management and commercial banking products. This role involves managing customer inquiries, system navigation training, resolving complex issues, and ensuring compliance with regulations. The specialist collaborates with internal teams, supports technological integrations, and maintains awareness of risks and best practices in the industry.

The Investment Strategist II works with high-net-worth clients to create custom investment solutions. Responsibilities include managing client accounts, researching market opportunities, analyzing investment portfolios, and implementing tailored investment strategies while providing quality customer service and maintaining client relationships.