PWM Private Banker

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 134,280 - 164,120 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Networking","Analytical thinking","Problem-solving","Independent decision-making","Communication","Presentation"]

Develop, manage, and retain full-service private banking relationships for high-income/high-net-worth clients. Provide advice and high-level customer service while supporting standards for net portfolio management and compliance with banking regulations, policies, and credit requirements. Partner with clients to understand unique needs and help solicit, develop, manage, and retain Private Wealth Management relationships, with strong focus on lending, sales, and problem-solving.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
6 hours ago

PWM Private Banker

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Develop, manage, and retain full-service private banking relationships for high-income/high-net-worth clients. Provide advice and high-level customer service while supporting standards for net portfolio management and compliance with banking regulations, policies, and credit requirements. Partner with clients to understand unique needs and help solicit, develop, manage, and retain Private Wealth Management relationships, with strong focus on lending, sales, and problem-solving.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop, manage, and retain full service relationships with high income/high net worth private banking clients.
  • •Provide advice, counsel, and high level customer service to meet clients’ financial needs.
  • •Support standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality, and credit policy requirements.
  • •Share responsibility for soliciting, developing, managing, and retaining Private Wealth Management client relationships.
  • •Build partnerships with clients to identify and service unique customer needs.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementLong-term DisabilityParental LeavePaid LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Ten or more years of private wealth management experience in the financial services industry.
  • •National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit checks.
  • •Strong relationship management and lending skills.
  • •Strong sales and new business development skills.
Experience:Private wealth managementFinancial services
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentNetworkingAnalytical thinkingProblem-solvingIndependent decision-makingCommunicationPresentation
Certifications:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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