Ascent Associate Director Private Banking jobs at Us Bank in United States, Dallas
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Company (1)
Job type
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Job title (1)
United States
State
Dallas
29 jobs found
26.01.2025
USB
US Bank Ascent Associate Director Private Banking United States, Texas, Dallas
Bachelor's degree, or equivalent work experience. (Fiduciary and Banking Relationship Managers) Five or more years of wealth management experience in the financial services industry. (Investment Relationship Manager) Seven or more...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Preparation of net income projections and fair market value appraisals (in-house or third party);. Proficient with utilizing PHDWin reserve and economic software, excellent Microsoft Office skills, presentation skills and communication...
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...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
The ideal candidate is a self-motivated, client centric individual who has:. Series 7, 66, 9, 10 (or equivalent) Licenses required. Series 3, 31 licenses, if warranted. Proven ability to manage...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Bachelor's degree, or equivalent work experience. (Fiduciary and Banking Relationship Managers) Five or more years of wealth management experience in the financial services industry. (Investment Relationship Manager) Seven or more...
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