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Serve as the primary daily contact for Wealth Management clients, handling calls, transactions, and problem resolution within delegated authority. Proactively identify fraud, compliance issues, and client needs, escalating complex items to advisors and supporting relationship growth. Maintain account knowledge and execute standard departmental procedures.

Supervise a small team of Mortgage Loan Originators, manage daily loan origination activities, meet origination volume goals, develop referral relationships, recruit and retain talent, ensure documentation for processing/underwriting/closing, maintain mortgage product and regulatory knowledge, and collaborate across U.S. Bank to grow customer relationships and cross-sell products.

Supervise a small team of Mortgage Loan Originators, manage daily loan origination activities, meet loan volume goals, build referral relationships, recruit and develop staff, ensure timely collection of required loan documentation, and maintain mortgage industry knowledge and compliance (NMLS/SAFE Act).

Lead client-facing trust, tax, and estate planning for high-net-worth families. Serve as liaison with Specialized Fiduciary Services, conduct family meetings, mitigate fiduciary risk, craft solutions, and lead advisory teams on multi-generational planning and governance.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture investments, present strategies, develop new business, and coordinate with trust, portfolio management, and private banking services.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open architecture, perform manager/fund/security research and due diligence, support trust administration and private banking services, and drive relationship management and new business development.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using bank and third-party products, support trust administration, and drive new business through client relationship management and financial planning expertise.

Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using AMG or open architecture, perform manager/fund research and due diligence, partner with wealth team on portfolio management, trust administration, and new business development.

Lead an assigned market's investment sales efforts and compliance for U.S. Bancorp Investments. Set and achieve revenue and expense budgets, recruit and hire Financial Advisors, ensure regulatory compliance, and maintain relationships with other bank divisions to meet market objectives.

Provide sales, processing, operational, administrative and client service support to Financial Advisors. Tasks include appointment scheduling, preparing investment proposals and correspondence, maintaining client files, answering phones, opening mail, and assisting business development and marketing activities under advisor direction.