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Pwm Private Banker Jobs

Company

U.S. Bank National Association

Address , Walnut Creek, 94596
Employment type FULL_TIME
Salary $139,995 - $181,170 a year
Expires 2023-10-07
Posted at 8 months ago
Job Description

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.

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management.

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.
Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • Ten or more years of private wealth management experience in the financial services industry

Preferred Skills/Experience
  • Advanced knowledge of Private Wealth Management products and services
  • Excellent presentation, verbal and written communication skills
  • Well-developed analytical and problem-solving skills
  • Strong relationship management and lending skills
  • Strong sales and new business development skills
  • Ability to make critical decisions independently
  • Ability to partner with clients to identify and service unique customer needs
  • Strong networking and business development skills
  • Expert knowledge of private banking products and services, including credit processes

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.


Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Short-term and long-term disability
  • Basic term and optional term life insurance
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Healthcare (medical, dental, vision)
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Up to 11 paid holiday opportunities
  • Adoption assistance

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.


Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Short-term and long-term disability
  • Basic term and optional term life insurance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Pregnancy disability and parental leave
  • Healthcare (medical, dental, vision)
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • 401(k) and employer-funded retirement plan
  • Adoption assistance
  • Up to 11 paid holiday opportunities

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $139,995.00 - $164,700.00 - $181,170.00