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Wealth Management Regional Director
U.S. Bank
Mankato, MN, United States
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Develops, manages, and retains client relationships for Private Client Group.
Manages a team of Bank Account Executives, Trust Account Executives, and other client relationship professionals.
Develops and evaluates relationship management, sales and service skills of team members through regular coaching sessions, joint calls, team meetings, and delivers positive reinforcement and recognition for outstanding performance.
Develops a market business plan and client relationship management and sales plans with the team and ensures that the plans are executed.
Assigns clients to the appropriate client services delivery team and account manager, and ensures that client objectives are understood and met and that services are delivered effectively.
Coordinates with Regional Manager and staff to implement new products, programs and processes.
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Basic Qualifications
• Bachelor's degree, or equivalent work experience
• Eight or more years of experience in Private Client relationship management
• Two or more years of managerial experience
Preferred Skills/Experience
• Excellent relationship management and new business development/sales skills
• Expert knowledge of personal trust products and services
• Extensive knowledge of private banking, investment and other U.S. Bancorp products and services
• In-depth knowledge of fiduciary services
• Excellent presentation, verbal and written communication skills
• Strong analytical and problem-solving skills
• Ability to make critical decisions independently