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Ascent Private Banking, Managing Director
U.S. Bank
San Diego, CA, United States
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At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
The Managing Director of Private Banking (MDPB) will be part of a multi-disciplinary team exclusively serving family office clients ($300MM+ average investible assets). The MDPB will be the senior regional banker for San Diego and Southern California (including Los Angeles and Orange County) on the team and leader for all areas related to banking for their family office clients including: lending, cash management, banking products, and services. This is a sophisticated, client-focused role and the MDPB will be the regional expert and authority for banking services for this UHNW client group.
It is imperative that the MDPB has a strong credit acumen and he or she must have comprehensive knowledge of structuring deals and will ultimately approve the underwriting content. Applicants with a UHNW, or commercial, or corporate banking background is required. They should have experience with a wide range of lending solutions including: secured and unsecured loans, lines of credit, lending of $10MM+ (investments, purchase of aircraft, fine art, etc.). The MDPB must have excellent relationship management skills and the ability to work with the team in bringing in new clients through business development efforts.
This group offers a collegial and highly-collaborative culture focused on customized holistic solutions for their family office clients and next generations. The MDPB will provide clients a strategic and comprehensive approach to wealth management with a state-of-the-industry UHNW advisory platform that includes banking, multigenerational and succession planning, family dynamics offerings including education, psychologists, and family historians, open architecture investment management, trust and estate services, technology, etc.
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 or Master's degree in Accounting, Finance or other related field
• 12 or more years of banking experience
• Seven or more years of managerial experience
Preferred Skills/Experience
• Expert knowledge of unit(s) and relation to industry
• Strong leadership abilities and strategic management skills
• Excellent presentation, verbal and written communication skills
• Strong analytical, decision-making and problem-solving skills
• Considerable tact, diplomacy and people skills