Wealth Banking Services-Portfolio Manager

U.S. Bank • Gresham, OR

1d

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 Job Description Summary Partners with Banker(s) and Relationship Manager(s) to successfully manage credit account relationships. Manages credit risk of an assigned portfolio by ensuring timely and accurate compliance with all Bank and business line policies. Coordinate such efforts with partner groups, such as Underwriting/Credit, Post Underwriting and Risk Management, among others. Respond to customer questions and make independent calls on assigned portfolio of relationships. Job Description Partners with assigned Relationship Manager(s) and Bankers to successfully manage Wealth Banking Services credit account relationships. Assists in growing revenue by successfully managing relationships with existing customers. Responsibilities include managing risk, responding to customer questions, and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service and assists in identifying customer needs.

Requirements

• Bachelor's degree, or equivalent work experience
• Three to five years of wealth management and/or commercial banking experience

Nice To Haves

• Advanced knowledge of wealth management and/or commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
• Strong relationship management abilities, with thorough knowledge of credit products, including liquid asset secured loans
• Strong analytical and problem-solving skills
• Ability to work effectively with individuals and groups across the company to manage customer relationships
• Well-developed written communication and verbal presentation skills

Responsibilities

• Partners with Banker(s) and Relationship Manager(s) to successfully manage credit account relationships.
• Manages credit risk of an assigned portfolio by ensuring timely and accurate compliance with all Bank and business line policies.
• Coordinate such efforts with partner groups, such as Underwriting/Credit, Post Underwriting and Risk Management, among others.
• Respond to customer questions and make independent calls on assigned portfolio of relationships.
• Partners with assigned Relationship Manager(s) and Bankers to successfully manage Wealth Banking Services credit account relationships.
• Assists in growing revenue by successfully managing relationships with existing customers.
• Responsibilities include managing risk, responding to customer questions, and making independent calls on assigned portfolio of relationships.
• Secondarily, provides customer service and assists in identifying customer needs.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees