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U.S. Bank PWM Private Banker NMLS 5 in SCOTTSDALE, Arizona

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 buinsess 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

Job: Investments / Insurance

Primary Location: Arizona-AZ-Scottsdale

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 200018664

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.