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UB
U.S. Bank
PWM Private Banking Analyst
Career Insights for Personal Banker
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Based on Colorado data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,175 / year median in Colorado
-4% projected decline
Job Description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the technical aspects of Private Banking. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker. Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth. 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 Up to three years of related experience Preferred Skills/Experience Basic 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 If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (~~~) .