PWM Private Banking Partner

U.S. Bank•Torrance, CA

21h

About The Position

The Private Wealth Management (PWM) Private Banking Partner shares responsibility for soliciting, developing, managing, and retaining client relationships for Banking. This role primarily functions as the PWM Treasury Management subject matter expert and serves as the key liaison with the Treasury Management Department. The Partner works closely with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies, with shared responsibility for achieving sales, revenue, and practice excellence goals. The position focuses on refining technical aspects of Private Banking, including Treasury Management solutions, and developing advanced client-facing skills necessary to become a Private Wealth Banker. A proven track record of sales support and collaboration is essential to be a trusted partner to a Private Wealth Banker. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, involving a criminal background and credit check. Failure to meet or maintain NMLS registration requirements may lead to rescission of the 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
Subject to the required registration process, which includes a criminal background and credit check
Ability to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record
Proven track record of sales support and collaboration to be viewed as a trusted partner to a Private Wealth Banker

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.)

Responsibilities

Solicit, develop, manage, and retain client relationships for Banking
Serve as the PWM Treasury Management subject matter expert
Act as the key liaison with the Treasury Management Department
Partner closely with the Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies
Achieve sales, revenue, and practice excellence goals (shared with Senior Advisor)
Hone the technical aspects of Private Banking, including Treasury Management solutions
Develop superior client-facing skills needed to become 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
Pension