U.S. Bank Community Wealth Management Trust Advisor 3 - Boise, ID in BOISE, Idaho
Develops, manages, and retains client relationships for Personal Trust area in Community Banking. Manages relationship with clients to ensure clients' financial needs are met and exceeded. Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Presents alternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients. Manages trust relationships, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles. Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations. Actively networks in community to identify and capitalize on new business development opportunities.
Bachelor's degree, or equivalent work experience
Five to eight years of experience in Personal Trust banking industry
Excellent personal trust relationship management, lending, and new business development/sales skills
Advanced knowledge of personal trust products and services
Thorough knowledge of private banking, investment and other U.S. Bancorp products and services
In-depth knowledge of fiduciary services
Strong analytical and problem-solving skills
Excellent presentation, verbal and written communication skills
Ability to make critical decisions independently
Previous involvement in financial planning activities
Job: Relationship Management
Primary Location: Idaho-ID-Boise
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200014567
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.