Wealth Banking Services – Portfolio Manager
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Gresham • Ohio • Oregon • United States
Visit company websiteExplore more
Salary
💰 $92,820 - $109,200 per year
About the role
- Partners with assigned Relationship Manager(s) and Bankers to successfully manage Wealth Banking Services credit account relationships.
- Assists in growing revenue by successfully managing relationships with existing customers.
- Responsibilities include managing risk, responding to customer questions, and making independent calls on assigned portfolio of relationships.
- Secondarily, provides customer service and assists in identifying customer needs.
Requirements
- Bachelor's degree, or equivalent work experience
- Three to five years of wealth management and/or commercial banking experience
- Advanced knowledge of wealth management and/or commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
- Strong relationship management abilities, with thorough knowledge of credit products, including liquid asset secured loans
- Strong analytical and problem-solving skills
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Well-developed written communication and verbal presentation skills
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementcommercial bankingcredit productsliquid asset secured loanscredit quality standardslending policyregulationspolicies and procedures
Soft Skills
relationship managementanalytical skillsproblem-solving skillscustomer servicecommunication skillsverbal presentation skills
Certifications
Bachelor's degree