Talent.com
PWM Private Banking Partner
PWM Private Banking PartnerUSA Jobs • Chicago, IL, US
PWM Private Banking Partner

PWM Private Banking Partner

USA Jobs • Chicago, IL, US
5 hours ago
Job type
  • Full-time
Job description

Private Wealth Management (PWM) Private Banking Partner

Private Wealth Management (PWM) Private Banking Partner has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Banking. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Private Banking and developing the superior client facing skills needed to become a Private Wealth Banker. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Private Wealth Banker.

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
  • Four to seven years of related experience

Preferred Skills / Experience :

  • Thorough knowledge of departmental operations / policies and U.S. Bank products and services
  • Effective interpersonal, verbal and written communication skills
  • Strong client facing skills
  • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Well-developed analytical skills
  • Pursuit of professional credentials (CFP, CFA, etc.) a plus
  • Benefits :

  • 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.

    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 : $111,095.00 - $130,700.00

    Create a job alert for this search

    Private Banking • Chicago, IL, US

    Related jobs
    Drive With Uber : Earn At Least $2765 For Your First 218 Trips, Guaranteed.

    Drive With Uber : Earn At Least $2765 For Your First 218 Trips, Guaranteed.

    Uber • Highwood, IL, US
    Full-time +1
    Earn at least $2765 driving with Uber when you complete your first 218 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Insurance Sales Representative - Bonuses and Travel Incentives

    Insurance Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Gary, Indiana
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Drive with Uber - Earn at least $2765 in your first 218 trips with Uber.

    Drive with Uber - Earn at least $2765 in your first 218 trips with Uber.

    Uber • Highland Park, IL, US
    Full-time +1
    Earn at least $2765 driving with Uber when you complete your first 218 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Gary, Indiana
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Associate, Investment Banking - Consumer

    Associate, Investment Banking - Consumer

    Stout • Chicago, IL, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Representative

    Client Service Representative

    Old National Bank • Blue Island, IL, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
    Last updated: 30+ days ago • Promoted
    Lead Platform Engineer (Global Payment Network)

    Lead Platform Engineer (Global Payment Network)

    Capital One • Deerfield, IL, US
    Full-time +1
    Lead Platform Engineer (Global Payment Network).Do you love building and pioneering in the technology space? Do you enjoy solving complex technical problems in a fast-paced, collaborative, inclusiv...Show more
    Last updated: 20 hours ago • Promoted • New!
    Drive with Uber : Earn at least $2765 when you complete 218 trips with Uber, guaranteed

    Drive with Uber : Earn at least $2765 when you complete 218 trips with Uber, guaranteed

    Uber • Highland Park, IL, US
    Full-time +1
    Earn at least $2765 driving with Uber when you complete your first 218 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Quick Earnings : Earn At Least $2765 For Your First 218 Trips, Guaranteed.

    Quick Earnings : Earn At Least $2765 For Your First 218 Trips, Guaranteed.

    Uber • Highland Park, IL, US
    Full-time +1
    Earn at least $2765 driving with Uber when you complete your first 218 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Drive with Uber : Earn at least $2765 when you complete 218 trips.

    Drive with Uber : Earn at least $2765 when you complete 218 trips.

    Uber • Highwood, IL, US
    Full-time +1
    Earn at least $2765 driving with Uber when you complete your first 218 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Investment Banking Associate - Private Capital Markets

    Investment Banking Associate - Private Capital Markets

    William Blair • Chicago, IL, United States
    Full-time
    Solutions for Today’s Challenges.Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Partnership.William Blair has delivered trusted advice for nine decades, and we continue ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Branch Specialist (Personal Banker) - Float

    Senior Branch Specialist (Personal Banker) - Float

    Consumers Credit Union • Mundelein, IL, United States
    Full-time
    Join Consumers Credit Union as a Senior Branch Specialist (Personal Banker)- Float at our Arlington Heights branch!.This position will be based out of our Arlington Heights branch but will float to...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Consumers Financial Group Program

    Manager, Consumers Financial Group Program

    Consumers Credit Union • Lake Forest, IL, United States
    Full-time
    Consumers Credit Union (CCU) is looking for a Manager to oversee daily operations of our wealth management program, Consumers Financial Group (CFG), and drive exceptional financial planning experie...Show more
    Last updated: 4 days ago • Promoted
    Director, FIG Investment Banking, Consumer Finance

    Director, FIG Investment Banking, Consumer Finance

    Capital One • Chicago, IL, US
    Full-time +1
    Director, FIG Investment Banking, Consumer Finance.This role is for a senior banker on the Consumer Finance team within Capital One's Financial Institutions Group ("FIG").The individual w...Show more
    Last updated: 5 days ago • Promoted
    Commercial Portfolio Manager

    Commercial Portfolio Manager

    Windsor Management • Mundelein, IL, US
    Full-time
    At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team.This position is open year-round to support our continued growth and ensure we attrac...Show more
    Last updated: 3 days ago • Promoted
    Lead Platform Engineer (Global Payment Network - Palo Alto, Security, Python, AWS, Terraform, Ansibl

    Lead Platform Engineer (Global Payment Network - Palo Alto, Security, Python, AWS, Terraform, Ansibl

    Capital One • Deerfield, IL, US
    Full-time +1
    Lead Platform Engineer (Global Payment Network - Palo Alto, Security, Python, AWS, Terraform, Ansible).Do you love building and pioneering in the technology space? Do you enjoy solving complex tech...Show more
    Last updated: 1 day ago • Promoted
    Associate, Investment Banking - Industrials

    Associate, Investment Banking - Industrials

    Stout • Chicago, IL, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
    Last updated: 30+ days ago • Promoted
    Principal Auditor - Global Payment Network

    Principal Auditor - Global Payment Network

    Capital One • Deerfield, IL, US
    Full-time +1
    Principal Auditor - Global Payment Network.Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Commit...Show more
    Last updated: 30+ days ago • Promoted