Private Wealth Banker - High-Net-Worth Advisory & Lending

US Bank; Seattle (WA); On-site; USD 157,000 - 192,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Job summary

U.S. Bank's Private Wealth Management (PWM) Private Banking group is seeking an experienced professional to develop, manage, and retain full-service relationships with high-net-worth clients.

You will provide advisory services and high-level customer service to meet clients' financial needs while ensuring compliance with banking regulations and credit policies. The role requires NMLS registration under the SAFE Act and Regulation Z, plus a background and credit check.

Qualifications

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

Responsibilities

• Develop and retain full-service relationships with high-net-worth clients.
• Provide advice and high-level service to meet clients' financial needs.
• Ensure compliance with banking regulations, policies and credit processes.

Skills

Relationship management

Lending skills

Sales

Business development

Networking

Analytical skills

Problem solving

Independent decision making

Presentation skills

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank's Private Wealth Management (PWM) Private Banking group is seeking an experienced professional to develop, manage, and retain full-service relationships with high-net-worth clients.

You will provide advisory services and high-level customer service to meet clients' financial needs while ensuring compliance with banking regulations and credit policies. The role requires NMLS registration under the SAFE Act and Regulation Z, plus a background and credit check.