What are the responsibilities and job description for the USBI Region Development Manager position at US Bank?
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.
Job Description
In collaboration with the National Development Director (NDD) and their Region Manager(s), this positon will leverage Key Performance Indicators to establish prioritized coaching and inspection routines for Advisors/Wealth Teams within the region(s) and will utilize systems to document these routines for transparency and accountability. Teams and Financial Advisors are in high opportunity markets to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders and bank presidents to develop business, support introductions and educate partners to support our One Bank Philosophy. Leverages internal and external partners and product providers to deliver value-added content and product training. Promotes integrated partnership opportunities that generate new client prospects and the deepening of the overall relationship of existing clients.
Basic Qualifications
* Bachelor's degree in Business or Finance (or related field), or equivalent work experience
* Five years of investment experience, which includes at least three years of sales and managerial experience in the investment/advisory industry
* FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
* Thorough knowledge of geographical areas, competitive markets, banking operations and U.S. Bancorp's products and services
* Demonstrated previous success as a leader of financial services/investment professionals utilizing effective coaching and performance management techniques
* Demonstrated business development skills and securities industry knowledge including brokerage business
* Strong leadership and project management skills
* Strong analytical and organizational skills
* Effective interpersonal skills, with a proven ability to influence and persuade others
* Effective presentation, verbal and written communication skills
* Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
* Ability to travel
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:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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.
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
Job Description
In collaboration with the National Development Director (NDD) and their Region Manager(s), this positon will leverage Key Performance Indicators to establish prioritized coaching and inspection routines for Advisors/Wealth Teams within the region(s) and will utilize systems to document these routines for transparency and accountability. Teams and Financial Advisors are in high opportunity markets to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders and bank presidents to develop business, support introductions and educate partners to support our One Bank Philosophy. Leverages internal and external partners and product providers to deliver value-added content and product training. Promotes integrated partnership opportunities that generate new client prospects and the deepening of the overall relationship of existing clients.
Basic Qualifications
* Bachelor's degree in Business or Finance (or related field), or equivalent work experience
* Five years of investment experience, which includes at least three years of sales and managerial experience in the investment/advisory industry
* FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
* Thorough knowledge of geographical areas, competitive markets, banking operations and U.S. Bancorp's products and services
* Demonstrated previous success as a leader of financial services/investment professionals utilizing effective coaching and performance management techniques
* Demonstrated business development skills and securities industry knowledge including brokerage business
* Strong leadership and project management skills
* Strong analytical and organizational skills
* Effective interpersonal skills, with a proven ability to influence and persuade others
* Effective presentation, verbal and written communication skills
* Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
* Ability to travel
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:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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.
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
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