Private Banking Partner

U.S. Bank

. Private Wealth Management (PWM) Private Banking Partner has shared responsibility for soliciting, developing, managing, and retaining client relationships for Banking.

Posted 4/23/2026full-timeBeverly Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $111,095 - $130,700 per yearWebsite

About the role

Key responsibilities & impact

Private Wealth Management (PWM) Private Banking Partner has shared responsibility for soliciting, developing, managing, and retaining client relationships for Banking.
Partner will primarily serve as the PWM Treasury Management subject matter expert and act as the key liaison with the Treasury Management Department.
Partnering closely with the Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies.
Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue, and practice excellence goals.
Focused on honing the technical aspects of Private Banking—including Treasury Management solutions.

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Four to seven years of related experience
Thorough 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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury ManagementPrivate BankingSalesRevenue ManagementClient Relationship ManagementAnalytical SkillsProblem SolvingData Interpretation

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationClient Facing Skills

Certifications

CFPCFA