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Private Banking Officer
| Details |
Country: USA
Location: Wisconsin-Milwaukee Milwaukee, WI 53202
Total applied: 40
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:5+ to 7 Years
Education Level:Bachelor's Degree
Location:Milwaukee, WI 53202
Status:Full Time, Employee
Occupations:Audit;Financial Analysis/Research/Reporting;Risk Management/Compliance
Career Level:Experienced (Non-Manager)
Relevant Work Experience:5+ to 7 Years
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Private Banking Officer
PrivateBancorp, Inc., is the holding company for The PrivateBank - Chicago, The PrivateBank - St. Louis, The PrivateBank - Michigan, The PrivateBank - Wisconsin, and The PrivateBank - Georgia. The PrivateBank uses the European tradition of "private banking" as a model to develop lifetime relationships with our clients. Utilizing a team of highly qualified managing directors, The PrivateBank provides distinctive, highly-personalized, premium financial services primarily to privately-held businesses, affluent individuals, wealthy families, professionals, entrepreneurs, and real estate investors for their personal and professional interests.
Position Summary:
This individual will support the daily Finance, Operations and IT related functions for The PrivateBank N.A., a $120 million bank that is a wholly owned subsidiary of PrivateBancorp, Inc.
Essential Duties and Responsibilities:Prepare and/or review reconciliations, investigate differences Support financial reporting and assist with Regulators (OCC, FDIC, Federal Reserve) Manage accounts payable and budgeting functions Maintain internal control environment as it relates to the Finance Department Manage the Information Technology function as it relates to the Milwaukee office (primary function at Holding Co level) Assist with systems administration and business continuity planning Assist with overall Bank operational functions to include deposit operations, audit, legal requests, client service Support compliance function – deposit, loan and bank secrecy
Qualifications:Possess strong analytical and organizational skills Excellent written and verbal communication skills Demonstrate high level of attention to detail Extensive experience in Word and Excel, Metavante systems experience beneficial Well-developed interpersonal skills to enable positive interaction within the Bank and with external vendors Prior experience in a finance or operations department of a financial institution or related experience (internal audit of financial institutions, regulatory examination experience, general ledger balancing) required
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