PWM Private Banker

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Sick leave & disability insurance

Adoption assistance

Job summary

U.S. Bank's Private Wealth Management area seeks an experienced professional to develop, manage, and retain full-service relationships with high net worth clients.

You will provide expert advice, high-level service, and ensure compliance with banking regulations and credit quality while growing client portfolios. The role emphasizes strong relationship management, advanced product knowledge, and the ability to drive new business in a regulated environment, with a focus on lending and credit

Qualifications

• Bachelor’s degree or equivalent work experience.
• Ten+ years in private wealth management in financial services.
• Strong relationship management and lending skills.
• Strong sales and new business development skills.
• Advanced knowledge of PW management products and services.
• Expert knowledge of private banking products including credit processes.
• Strong networking and business development skills.
• Analytical and problem solving abilities.
• Excellent presentation, verbal and written communication skills.

Responsibilities

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

Skills

Relationship management

Lending skills

Sales & new business development

PW management products knowledge

Private banking products & credit

Networking & business development

Analytical & problem-solving

Independent decision-making

Presentation & communication

Ten+ years PW management experience

Education

Bachelor’s degree, or equivalent work experience

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.

Job Description

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth 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.

Basic Qualifications

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

Preferred Skills/Experience

• Strong relationship management and lending skills
• Strong sales and new buinsess development skills
• Advanced knowledge of Private Wealth Management products and services
• Expert 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
• Ability to make critical decisions independentlyExcellent presentation, verbal and written communication skills

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:

• 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
• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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. Learn more about the E-Verify program.

Pay Range: $157,230.00 - 192,170.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.