WM Advanced Practice Banker - Milwaukee, WI

Job Description

The Legacy Private Banking Relationship Manager (PBRM) / Wealth Management Banker (WMB) is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Metro PCG Wealth Management. Provides expert advice and counsel in the area of private banking client relationships. The WMB is responsible for leading the development of deep, advisory relationships with PCG clients through proactive contact of assigned and prospective affluent clients. The WMB will focus on building an understanding of their clients needs and goals, in order to recommend product and service solutions with a focus on advocating for their clients needs and growing revenue for U.S. Bank. 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 - Bachelors or Masters degree, or equivalent work experience - Seven or more years of experience in Wealth Management private banking - Series 6-63 or Series 7-63 licenses Preferred Skills / Experience - Strong relationship management, sales, and business development skills - Considerable knowledge of Wealth Management private banking products and services, including credit processes and policies - Considerable knowledge of U.S. Bancorp brokerage, trust and investment products and services - Advanced competency in Financial Planning - Strong lending skills - Demonstrated expertise in ability to engage in wealth discussions with clients to drive significant increase in book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Excellent writing, speaking and presentation skills - Professional designation such as AWMA or CFP is an asset

Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. Thats why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

• 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.

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. Learn more about the E-Verify program.

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). Pay Range : $98,175.00 - $115,500.00 - $127,050.00