PWM Banking Analyst

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) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. The position is focused on honing technical aspects of a given specialty area and developing the superior client‑facing skills needed to become an Associate Advisor. On the job training will focus on teaching technical aspects of Private Banking. The Analyst will be responsible for retention, development, and growth of high net‑worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities. The role also provides Private Bankers with in-depth analysis of client financial statements using financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and RegulationZ. The applicant will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain NMLS registration requirements may result in rescission of the offer or termination of employment. 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 Disability Accommodations If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, we can discuss your accommodations during the hiring process. Please refer to our disability accommodations for applicants. 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 holidays 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. Equal Employment Opportunity Statement 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, 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. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (all benefits are subject to eligibility requirements). Pay range: $81,515.00 - $95,900.00. 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