Wealth Management Banker

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.

 
Proactively manages and grows PCG (Private Client Group) client portfolio with relationship development tactics and activities that result in increased revenue; including but not limited to targeted sales calls, client profiling, needs based networking, developing referral sources and community visibility. Builds long-term relationships with existing clients and adds new client relationships to existing book of business. Acting as counselor and advisor to the Affluent Client, this position primarily manages an existing book of business and is responsible for retaining, managing, and developing client relationships and providing a high level of customer service to the Affluent Banking client base either at retail branch locations or from a centralized PCG Main location. Handles day-to-day client transactions and problem resolution in compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Responsible for understanding credit policy, minimizing loss exposure and risk 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.
 

Qualifications

 

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Minimum five years of credit and financial service industry experience, preferably with the Affluent segment

Preferred Skills/Experience

- Strong relationship management, sales, and business development skills

- Thorough knowledge of private banking products and services, including credit processes and policies

- Advanced knowledge of U.S. Bancorp brokerage, trust and investment products and services

- Strong lending skills

- Well-developed analytical and problem-solving skills

- Ability to make critical decisions independently

- Excellent writing, speaking and presentation skills

- Professional designation such as CFA,CFP or CWA is an asset

- May require a Series 6 and 63 and/or additional licenses or willingness to obtain within 180 days of start date

 

Job

Relationship Management

Primary Location

Kentucky-KY-Louisville

Shift

1st - Daytime

Average Hours Per Week

40