U.S. Bank

Wealth Banking Services Relationship Manager

U.S. Bank$133K — $156K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience
  • 8 years of B2B sales, marketing, or relationship management experience
  • 8 years in private banking or relevant credit experience
  • Ability to travel frequently
  • NMLS registration required under S.A.F.E. Act

Responsibilities

  • Develop and manage relationships with RIA and Broker-Dealer firms
  • Support wholesale partnerships and drive engagement with third parties
  • Collaborate with Private Banking Product Specialists on lending programs
  • Expand and retain client relationships
  • Provide advice on private banking products and services

Benefits

  • Comprehensive healthcare (medical, dental, vision)
  • Life insurance options
  • Short-term and long-term disability coverage
  • Parental leave and pregnancy disability
  • 401(k) with employer contributions
  • Generous paid vacation (2 to 5 weeks based on tenure)
  • Up to 11 paid holidays
  • Adoption assistance
  • Sick and Safe Leave accruals up to 80 hours per year
Full Job Description
Job Description

Wealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries such as Registered Investment Advisors (RIAs) and Broker-Dealers. The main product offering of WBS is securities-based lending with the full suite of custom private banking products included in the offering. The WBS Relationship Manager supports WBS's strategic wholesale partnerships, developing, managing, expanding and retaining relationships with and driving engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients. Partners with Private Banking Product Specialists to provide counsel and advice on the securities-based lending program as well as the other private banking products and services available within the offering.

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
- Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment
- Minimum 8 years of private banking and/or relevant credit experience
- Ability to travel

Preferred Skills/Experience

- Experience establishing and maintaining relationships in larger, complex distribution organizations.

- Demonstrated experience for driving business relationships and results
- Ability to maintain consistent travel schedule
- Excellent interpersonal and presentation skills
- Excellent verbal and written communication skills
- Self-motivation to work independently and prioritize own schedule
- Strong follow-up and execution skills
- Strong business acumen and professionalism

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's 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:
  • 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


Review our full benefits available by employment status here.

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: $133,365.00 - $156,900.00

Posting may be closed earlier due to high volume of applicants.

About U.S. Bank

U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.

U.S. Bank Careers

Join the dynamic team at U.S. Bank, one of the nation's top banking institutions, where your career journey is as promising as the services we provide to our customers. At U.S. Bank, we are committed to fostering a culture of innovation, leadership, and diversity that is unmatched in the industry.

Explore Job Opportunities and Growth

At U.S. Bank, we offer a variety of job opportunities that cater to a range of skills and professional interests. Whether you are looking for a position in finance, technology, customer service, or management, U.S. Bank is hiring talented individuals who are eager to contribute to our mission and grow with us.

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Kickstart your career with U.S. Bank’s internship programs. These opportunities are designed for ambitious students who want to gain hands-on experience and develop essential skills in a real-world setting. Our internships provide a platform to engage with experienced professionals and explore potential career paths within the company.

Benefits and Employment Perks

Choosing a career at U.S. Bank means more than just employment. We offer comprehensive benefits designed to enhance your life and well-being. From health and wellness programs to retirement plans, we ensure our team members are supported both personally and professionally.

Our Commitment to Diversity and Inclusion

Diversity and inclusion are at the core of our values at U.S. Bank. We are dedicated to creating an environment where all employees feel valued and included. Our diversity training programs are part of our commitment to an inclusive workplace, where everyone can thrive.

Leadership and Professional Development

Leadership at U.S. Bank is about more than guiding teams – it's about inspiring them. We invest in leadership training and professional development programs that help our employees become the best in their fields. By fostering a culture of learning and growth, we prepare our team members to take on new challenges and leadership roles.

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Networking at U.S. Bank goes hand in hand with innovation. Our employees are encouraged to connect with colleagues and industry leaders through various networking events and professional groups. This collaborative environment fuels innovation and allows us to stay ahead in a competitive industry.

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Learn more about U.S. Bank
Size
68,796 employees
Market Cap
$66.2 billion
Industry
Net Income
$4.9 billion
5 Year Trend
+0.5%
NASDAQ

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