Leads the development and implementation of client strategy and vision by leading the Key Private Bank relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients' financial aspirations and lifetime goals.
Responsible for the overall affluent client experience, ensuring that the relationship team addresses a 360-degree view of Private Client Group (PCG) affluent clients needs. Delivers 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.
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.