Resume and JobRESUME AND JOB
U.S. Bank logo

PWM Private Banker

U.S. Bank

PWM Private Banker

full-timePosted: Jan 17, 2026

Job Description

 

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management.

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
  • Ten or more years of private wealth management experience in the financial services industry

Preferred Skills/Experience
  • Strong relationship management and lending skills
  • Strong sales and new business development skills
  • Advanced knowledge of Private Wealth Management products and services
  • Expert knowledge of private banking products and services, including credit processes
  • Strong networking and business development skills
  • Ability to partner with clients to identify and service unique customer needs
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Excellent presentation, verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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 (some may vary based on role, location or hours):

  • 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $139,230.00 - $163,800.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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

Locations

  • Irvine, CA, United States

Salary

139,230 - 163,800 USD / yearly

Estimated Salary Rangemedium confidence

139,230 - 163,800 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Strong relationship management and lending skillsintermediate
  • Strong sales and new business development skillsintermediate
  • Advanced knowledge of Private Wealth Management products and servicesintermediate
  • Expert knowledge of private banking products and services, including credit processesintermediate
  • Strong networking and business development skillsintermediate
  • Well-developed analytical and problem-solving skillsintermediate
  • Excellent presentation, verbal and written communication skillsintermediate

Required Qualifications

  • Bachelor's degree, or equivalent work experience (experience)
  • Ten or more years of private wealth management experience in the financial services industry (experience)
  • National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (experience)

Responsibilities

  • Developing, managing, and retaining full service relationships with high income/high net worth private banking clients
  • Providing advice, counsel, and high level customer service to meet the financial needs of clients
  • Supporting standards for managing net portfolio in compliance with banking regulations, policies, procedures, credit quality and credit policy requirements
  • Soliciting, developing, managing, and retaining client relationships for Private Wealth Management
  • Ensuring compliance with NMLS registration requirements including criminal background and credit checks

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (from two to five weeks depending on salary grade and tenure)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year

Target Your Resume for "PWM Private Banker" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for PWM Private Banker. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "PWM Private Banker" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for PWM Private Banker @ U.S. Bank.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.

U.S. Bank logo

PWM Private Banker

U.S. Bank

PWM Private Banker

full-timePosted: Jan 17, 2026

Job Description

 

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management.

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
  • Ten or more years of private wealth management experience in the financial services industry

Preferred Skills/Experience
  • Strong relationship management and lending skills
  • Strong sales and new business development skills
  • Advanced knowledge of Private Wealth Management products and services
  • Expert knowledge of private banking products and services, including credit processes
  • Strong networking and business development skills
  • Ability to partner with clients to identify and service unique customer needs
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Excellent presentation, verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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 (some may vary based on role, location or hours):

  • 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $139,230.00 - $163,800.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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

Locations

  • Irvine, CA, United States

Salary

139,230 - 163,800 USD / yearly

Estimated Salary Rangemedium confidence

139,230 - 163,800 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Strong relationship management and lending skillsintermediate
  • Strong sales and new business development skillsintermediate
  • Advanced knowledge of Private Wealth Management products and servicesintermediate
  • Expert knowledge of private banking products and services, including credit processesintermediate
  • Strong networking and business development skillsintermediate
  • Well-developed analytical and problem-solving skillsintermediate
  • Excellent presentation, verbal and written communication skillsintermediate

Required Qualifications

  • Bachelor's degree, or equivalent work experience (experience)
  • Ten or more years of private wealth management experience in the financial services industry (experience)
  • National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (experience)

Responsibilities

  • Developing, managing, and retaining full service relationships with high income/high net worth private banking clients
  • Providing advice, counsel, and high level customer service to meet the financial needs of clients
  • Supporting standards for managing net portfolio in compliance with banking regulations, policies, procedures, credit quality and credit policy requirements
  • Soliciting, developing, managing, and retaining client relationships for Private Wealth Management
  • Ensuring compliance with NMLS registration requirements including criminal background and credit checks

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (from two to five weeks depending on salary grade and tenure)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year

Target Your Resume for "PWM Private Banker" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for PWM Private Banker. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "PWM Private Banker" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for PWM Private Banker @ U.S. Bank.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.