PWM Private Banker

at  US Bank National Association

New York, NY 10036, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate14 Jun, 2024USD 159390 Annual14 Mar, 2024N/ADiplomacy,Analytical Skills,Communication Skills,Business OpportunitiesNoNo
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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

The Wealth Management Banking Manager is accountable for all aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management Community. Responsible for developing and managing relationships with high income/high net worth IPF clients. Supports standards for managing IPF portfolios in a manner than ensures compliance with banking regulations, policies, and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing and retaining client relationship for Wealth Management.

Basic Qualifications

  • Bachelor’s degree, or equivalent work experience
  • Nine or more years of banking experience

Preferred Skills/Experience

  • Proven experience working with insurance premium finance lending, portfolio management and complex credits
  • Strong analytical skills with an emphasis on detail
  • Ability to successfully manage relationships with high net worth clients and external BGAs
  • Ability to understand and analyze market trends to understand potential business opportunities and high-risk situations
  • Considerable tact, diplomacy and people skills
  • Well-developed verbal and written communication skills
  • Knowledge of U.S. Bank internal systems preferred

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.

Responsibilities:

  • 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 la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

New York, NY 10036, USA