PWM Private Banker
$148.5k - $174.7kU.S. Bank
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 business 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 independently Excellent presentation, verbal and written communication skills Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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. Pay Range: $148,495.00 - $174,700.00. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. 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). #J-18808-Ljbffr Us Bank
$140k - $175k
...career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and...SuggestedTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week$200k - $300k
...Overview The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application... ...generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what...SuggestedFull time$250k
...Overview The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive... ...a focused and high quality team. In addition to the role of Private Banker, the Team Leader will also have the following...SuggestedFull timeBank staff$165k - $225k
...Private Banking - Banker / Sr Banker - Latin America Coverage - New York Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology...SuggestedHourly payFull timeContract workLocal areaShift work- ...U.S. Private Bank - Private Banker - Managing Director New York, NY, United States We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U....SuggestedTemporary workWork experience placementLocal area
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com In this role, you will: Participate in soliciting...Work experience placementWork at officeImmediate start
$192k - $288k
...The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent...Full time- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
- Banco Santander SA is seeking a Private Banker focused on Latin America to manage high-net-worth clients. Your role includes building and maintaining client relationships while delivering tailored wealth management solutions. The ideal candidate will have a strong background...
- JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage the banking relationships of affluent clients. This role requires a commitment to building lasting relationships, exceeding client expectations, and delivering tailored financial advice. The ideal...
- U.S. Bank is seeking an experienced Private Wealth Management professional based in New York. The role involves developing and managing relationships with high net worth clients, ensuring compliance with banking regulations. A hybrid work schedule is offered, allowing flexibility...Work at office
$65k - $180k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...to reach further. Overview We are currently seeking a Private Banker. This position will focus on high touch customers, building and...Work at office$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford, PAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 7,... ...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus...Hourly payWork experience placementFlexible hoursDay shift$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency...- Santander Consumer USA Inc. is seeking an experienced Private Banker to manage a portfolio of high-net-worth clients, particularly within the Latin American market. The role involves acquiring new clients, deepening existing relationships, and coordinating closely with...
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The...
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience in private banking and a bachelor's degree or equivalent. Responsibilities include...Work at officeFlexible hours
$192k - $288k
...reflects the original job information without adding new facts. Pay Base pay range : $192,000.00/yr - $288,000.00/yr Overview The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own...Full time- JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage the complete banking relationships of affluent clients. The role involves acquiring new clients through proactive efforts and ensuring they receive tailored banking services. The ideal candidate...
- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with ultra-high-net-worth clients. The ideal candidate will have over 10 years of experience in private banking, strong communication skills...Full time
$65k - $180k
A leading commercial bank is seeking a Private Banker to focus on high touch customers and maintain business relationships. The role involves assessing clients' financial situations, processing transactions, and ensuring compliance with bank standards. Ideal candidates...- A prominent banking institution is seeking a Commercial Private Banker III in Red Bank, NJ, to develop and manage a portfolio of commercial client relationships. The ideal candidate will have over 10 years of experience in commercial banking, with solid expertise in relationship...
- Fairygodboss is seeking a Private Client Banker in New York, New York, to manage banking relationships for affluent clients. This role requires a proactive approach to client engagement and a strong commitment to compliance with financial regulations. Successful candidates...
- A leading global financial services firm is seeking an experienced professional to provide strategic financial advice within its Private Banking sector. The role requires over 15 years of proven experience and a deep understanding of the UHNW market. The candidate will...
$85k - $140k
...& cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support...Temporary workWork experience placement- Fairygodboss is seeking a Private Client Banker to serve affluent clients in New York. You will manage complete banking relationships, ensuring clients receive tailored services and advice. Success in this role requires effective relationship-building and compliance with...
$168.81k - $275k
...Commercial Private Banker III (Relationship Manager) Company Overview: Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services...- TwinThread is looking for a Private Banker - Managing Director in New York. This role involves advising clients on wealth management and requires at least six years of experience in Private Banking. Key skills include client relationship management and financial services...
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