Wealth Banking Services - Private Banker

About the role

The Private Banker is responsible for providing banking services, primarily lending, to established custodial relationships. They provide advice, counsel, and high-level customer service to meet the financial needs of clients. This role involves supporting standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies, and procedures, credit quality, and credit policy requirements.

Responsibilities

• Provide banking services, primarily lending, to established custodial relationships.
• Offer advice, counsel, and high-level customer service to meet the financial needs of clients.
• Support standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies, and procedures, credit quality, and credit policy requirements.
• Develop, manage, and retain client relationships for Wealth Banking Services.

Requirements

• NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Strong relationship management and lending 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.
• Excellent presentation, verbal, and written communication skills.

Qualifications

Basic Qualifications:

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

Skills

Preferred Skills/Experience:

• Strong relationship management and lending 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.
• Excellent presentation, verbal, and written communication skills.

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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$103,950.00 - 127,050.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment.