Wealth Banking Services Private Banker
About The Position
Wealth Banking Services (WBS) 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 accordance with banking regulations, policies and procedures, credit quality standards, and credit policy requirements. The position shares responsibility for soliciting, developing, managing, and retaining client relationships. The role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves a criminal background and credit check. Failure to meet or maintain registration requirements, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment. This is a hybrid role. Team members typically work three days per week at a U.S. Bank location and have flexibility regarding 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.
- Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal background and credit-check requirements.
Nice To Haves
- 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.
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 standards for managing 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
- Medical, dental, and vision healthcare coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase program.
- Pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
