U.S. Bank National Private Banking Relationship Manager - East Region in Milwaukee, Wisconsin
General Summary :
National Private Banking (NPB) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries such as Registered Investment Advisors (RIAs) and Broker-Dealers. The main product offering of NPB is securities based lending with the full suite of custom private banking products included in the offering. This position will cover the east region and prefer somebody that lives in the east coast.
The NPB Relationship Manager supports NPB’s strategic wholesale partnerships; developing, managing, expanding and retaining relationships with and driving engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients. The NPB Relationship Manager will partner with Private Banking Product Specialists to provide counsel and advice on the securities based lending program as well as the other private banking products and services available within the offering.
Actively identify and attract RIA and Broker-Dealer firms to platform through wholesale partner relationships
Establish, maintain and deepen relationships with wholesale partners, RIA and Broker-Dealer firms and their advisors
Provide sales and marketing ideas to drive introductions and engagement
Educate RIA and Broker-Dealer firms and their advisors on the NPB product offering and process
Maintain an active prospect database for additional client opportunities
Demonstrate leadership by coordinating with NPB team to ensure all clients’ needs, tasks, and projects are completed in thorough, timely, and accurate manner to ultimately maintain and expand the relationship through client satisfaction.
Develop and deliver customized presentations to both clients and management
Keep up-to-date on NPB products, process and policies
Remain current on industry trends, market activities, and competitive practices
Serve as Consultant to the NPB management team on topics including product development, process and market strategy
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas.
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.
Minimum 5-8 years of experience in sales, marketing, or relationship management role in a business to business environment
Minimum of 5-8 years of private banking or relevant credit experience
Bachelor’s degree required
Demonstrated experience for driving business relationships and results
Ability to maintain consistent travel schedule
Excellent interpersonal and presentation skills
Excellent verbal and written communication skills
Self-motivation to work independently and prioritize own schedule
Strong follow-up and execution skills
Strong business acumen and professionalism
Job: Relationship Management
Primary Location: United States
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 170035567
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.