Associate Wealth Market Leader

U.S. BankPortland, OR
9d

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Functions in management role within Affluent Banking. Directs assigned market’s sales efforts and the compliance/administrative duties of banking services. Responsible for setting and achieving revenue and expense budget for assigned market. Exercises prudence and diligence when reviewing structure of credit offers and is responsible for credit quality, risk management and compliance. Provides input to influence the strategic direction of important policies, procedures and programs. Proactively engages in strategic planning with key business partners within market, developing internal networks to further support the relationship management model. Contributes to and leads the development of activities to build referral relationships, promoting integrated partnerships that generate new client prospects and the deepening of the overall relationship of existing clients. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Typically three to five years of investment experience
  • NASD 7 and 63 licenses
  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Nice To Haves

  • Considerable knowledge of sales and sales strategies, including business development and networking
  • Proven leadership abilities and personnel management skills
  • Well-developed analytical, decision making and problem solving skills
  • Effective verbal and written communication skills
  • Demonstrated new business development and relationship management skills
  • Ability to engage in negotiation and conflict resolution by employing tact and diplomacy

Responsibilities

  • Directs assigned market’s sales efforts and the compliance/administrative duties of banking services.
  • Responsible for setting and achieving revenue and expense budget for assigned market.
  • Exercises prudence and diligence when reviewing structure of credit offers and is responsible for credit quality, risk management and compliance.
  • Provides input to influence the strategic direction of important policies, procedures and programs.
  • Proactively engages in strategic planning with key business partners within market, developing internal networks to further support the relationship management model.
  • Contributes to and leads the development of activities to build referral relationships, promoting integrated partnerships that generate new client prospects and the deepening of the overall relationship of existing clients.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • 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 worked, up to 80 hours per calendar year unless otherwise provided by law

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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