Ascent Associate Director, Banking
About The Position
Responsible for developing, managing, and retaining full-service relationships with Ascent private banking clients. Serves as the primary daily contact, providing financial advice, counsel, and high-level customer service. Supports management of net portfolios in compliance with banking regulations, policies and procedures, credit quality standards, and credit policy requirements. Shares responsibility with and supports the Ascent Senior Private Banker in soliciting, developing, managing, and retaining Wealth Management client relationships. Supports the Ascent team in delivering a consistent, recognized client experience. Although the role focuses on banking, the successful applicant must have knowledge of investments, trusts, and finance to support those specialty areas. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain registration requirements, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment. This is a hybrid role, working in the office an average of three days per week.
Requirements
- Bachelor's degree or equivalent work experience.
- Five or more years of wealth management experience in the financial services industry for Fiduciary and Banking Relationship Managers.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks; applicants must meet and maintain registration requirements.
- Knowledge of investments, trusts, and finance.
- Ability to comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- Strong relationship management, sales, networking, and new business development skills.
- Thorough knowledge of Wealth Management products and services.
- Well-developed analytical and problem-solving skills.
- Ability to partner with clients to identify and service unique customer needs.
- Ability to work and make critical decisions independently.
- Excellent presentation, verbal, and written communication skills.
Responsibilities
- Develop, manage, and retain full-service relationships with Ascent private banking clients.
- Serve as the primary daily contact for clients, providing advice, counsel, and high-level customer service to meet their financial needs.
- Support standards for managing net portfolios in compliance with banking regulations, policies and procedures, credit quality, and credit policy requirements.
- Share responsibility with and support the Ascent Senior Private Banker in soliciting, developing, managing, and retaining client relationships for Wealth Management.
- Support the Ascent team in ensuring a consistent and recognized Ascent client experience.
- Provide support to investment, trust, and finance specialty areas through relevant knowledge.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
