PWM Private Banking Partner

U.S. Bank•Beverly Hills, CA

10h•Onsite

About The Position

The Private Wealth Management (PWM) Private Banking Partner has shared responsibility for soliciting, developing, managing, and retaining client relationships for Banking. In this role, the Partner will primarily serve as the PWM Treasury Management subject matter expert and act as the key liaison with the Treasury Management Department, while also partnering closely with the Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue, and practice excellence goals. The position is focused on honing the technical aspects of Private Banking—including Treasury Management solutions —and developing the superior client‑facing skills needed to become a Private Wealth Banker. Incumbents must possess a proven track record of sales support and collaboration to be viewed as a trusted partner to a Private Wealth Banker. 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
Four to seven years of related experience
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Satisfactory criminal background and credit check.
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Nice To Haves

Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal, and written communication skills
Strong client facing skills
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Well-developed analytical skills
Pursuit of professional credentials (CFP, CFA, etc.) a plus

Responsibilities

Soliciting, developing, managing, and retaining client relationships for Banking.
Serving as the PWM Treasury Management subject matter expert.
Acting as the key liaison with the Treasury Management Department.
Partnering closely with the Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies.
Achieving sales, revenue, and practice excellence goals.
Honing the technical aspects of Private Banking, including Treasury Management solutions.
Developing superior client-facing skills needed to become a Private Wealth Banker.
Providing sales support and collaboration to be viewed as a trusted partner to a Private Wealth Banker.

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension