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PWM Banking Analyst

$81.52k - $95.9k

U.S. Bank

Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. The position focuses on honing technical aspects of a given specialty area and developing superior client-facing skills needed to become an Associate Advisor. On‑the‑job training will teach analysts the technical aspects of Private Banking. Analysts will be responsible for retention, development, and growth of high net worth relationships by creating prospecting strategies and research, managing pipeline, and identifying new business opportunities with general oversight of a Private Banker. Analysts provide Private Bankers with in-depth analysis of client financial statements to recommend strategies to prospects and clients to promote growth. Basic Qualifications Bachelor's degree, or equivalent work experience Up to three years of related experience Preferred Skills/Experience Basic knowledge of departmental operations/policies and U.S. Bank products and services Effective interpersonal, verbal and written communication skills Strong client‑facing skills Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Well‑developed analytical skills Pursuit of professional credentials (CFP, CFA, etc.) is a plus Benefits 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 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: $81,515.00 - $95,900.00 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 and federal guidelines such as the SAFE Act and Section 19 of the FDIA. Certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, and other 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 1 day ago
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