Relationship management with rias and broker-dealers
National mortgage licensing system (nmls) registration
Wealth Banking Services (WBS) supports strategic wholesale partnerships by developing and retaining relationships with third party financial intermediaries to offer private banking products
Job Summary
Wealth Banking Services (WBS) supports strategic wholesale partnerships by developing and retaining relationships with third party financial intermediaries to offer private banking products.
The role requires NMLS registration and involves providing counsel on securities-based lending and other private banking services to advisors and end-clients.
U.S. Bank offers comprehensive benefits designed to support team members’ health, financial security, and work-life balance including healthcare, retirement plans, and paid leave.
Matching Summary
Wealth Banking Services (WBS) supports strategic wholesale partnerships by developing and retaining relationships with third party financial intermediaries to offer private banking products.
Salary
Base: $139,230.00 - $163,800.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including healthcare, retirement plans, and paid leave
Skills & Requirements
Must-have
Securities-based lending expertise
Relationship management with RIAs and Broker-Dealers
National Mortgage Licensing System (NMLS) registration
Business-to-business sales experience
Ability to travel regularly
Nice-to-have
Strong interpersonal and presentation skills
Self-motivated and independent work style
Excellent verbal and written communication
Strong business acumen and professionalism
Experience with complex distribution organizations
Key Requirements
Bachelor's degree or equivalent experience
Minimum 8 years sales or relationship management experience
Minimum 8 years private banking or credit experience
NMLS registration under SAFE Act
Ability to travel
Work Rights
NMLS registration required; must pass criminal background and credit check