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Wealth Management- Banking Relationship Manager

Company

U.S. Bank National Association

Address , Remote
Employment type FULL_TIME
Salary $119,595 - $154,770 a year
Expires 2023-07-15
Posted at 11 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.

The Wealth Management Banking Manager is accountable for all aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management Community. Responsible for developing and managing relationships with high income/high net worth IPF clients. Supports standards for managing IPF portfolios in a manner than ensures compliance with banking regulations, policies, and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing and retaining client relationship for Wealth Management.
Basic Qualifications
  • Nine or more years of banking experience
  • Bachelor's degree, or equivalent work experience
Preferred Skills/Experience
  • Strong analytical skills with an emphasis on detail
  • Ability to successfully manage relationships with high net worth clients and external BGAs
  • Knowledge of U.S. Bank internal systems preferred
  • Well-developed verbal and written communication skills
  • Ability to understand and analyze market trends to understand potential business opportunities and high-risk situations
  • Considerable tact, diplomacy and people skills
  • Proven experience working with insurance premium finance lending, portfolio management and complex credits

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):

  • Healthcare (medical, dental, vision)
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • 401(k) and employer-funded retirement plan
  • Up to 11 paid holiday opportunities
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • Basic term and optional term life insurance
  • 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

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: $119,595.00 - $140,700.00 - $154,770.00

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.