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.

Position Overview:

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.

Essential Functions:

  1. Actively identify and attract RIA and Broker-Dealer firms to platform through wholesale partner relationships

  2. Establish, maintain and deepen relationships with wholesale partners, RIA and Broker-Dealer firms and their advisors

  3. Provide sales and marketing ideas to drive introductions and engagement

  4. Educate RIA and Broker-Dealer firms and their advisors on the NPB product offering and process

  5. Maintain an active prospect database for additional client opportunities

  6. 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.

  7. Develop and deliver customized presentations to both clients and management

  8. Keep up-to-date on NPB products, process and policies

  9. Remain current on industry trends, market activities, and competitive practices

  10. Serve as Consultant to the NPB management team on topics including product development, process and market strategy

  11. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

  12. 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.

Qualifications:

  • 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.