Wealth Banking Services Private Banker

U.S. Bank • Cincinnati, OH

10h • Hybrid

About The Position

Wealth Banking Services Private Banking develops, manages, and retains relationships with high-income and high-net-worth private banking clients. The Private Banker provides advice, counsel, and high-level customer service to meet clients’ financial needs, and supports management of the net portfolio in compliance with banking regulations, policies and procedures, credit quality standards, and credit policy requirements. The role has shared responsibility for soliciting, developing, managing, and retaining client relationships.

The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes criminal background and credit checks. Failure to meet or maintain NMLS registration requirements, including a satisfactory criminal and credit record, may result in an offer being rescinded or employment being terminated.

The role is hybrid. Team members in hybrid roles typically spend three days a week at a U.S. Bank location and have flexibility in their work location on the other working days.

Requirements

• Bachelor’s degree or equivalent work experience.
• Five or more years of private wealth management experience in the financial services industry.
• Strong relationship management and lending skills.
• Strong sales and new business development skills.
• Thorough knowledge of private banking products and services, including credit processes.
• Strong networking and business development skills.
• Ability to partner with clients to identify and service unique customer needs.
• Well-developed analytical and problem-solving skills.
• Ability to make critical decisions independently.
• Excellent presentation, verbal, and written communication skills.
• NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of the required criminal background and credit checks and maintenance of registration requirements.

Responsibilities

• Develop, manage, and retain relationships with high-income and high-net-worth private banking clients.
• Provide advice, counsel, and high-level customer service to meet clients’ financial needs.
• Support management of the net portfolio in compliance with banking regulations, policies and procedures, credit quality, and credit policy requirements.
• Share responsibility for soliciting, developing, managing, and retaining client relationships.

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 of 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.
• Incentive and recognition programs.
• Equity stock purchase.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior