Advanced Practice Wealth Management Banker

U.S. Bank National Association • Appleton, WI

3d • $98,175 - $115,500

About The Position

The Advance Practice Banker (APB) is responsible for developing, managing, and retaining full-service relationships with Advanced Practice banking clients. Provides advice, counsel, and high-level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Requirements

• Typically has a Bachelor’s degree and over six years of experience in Wealth Management Private Banking
• Series 6-63 or Series 7-63 licenses
• This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Nice To Haves

• Master’s degree preferred
• Additional professional designations, such AWMA, or CFP
• Advanced competency in Financial Planning, with a significant understanding of Wealth Products and offerings
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive significant increase in book of business, establishment of significant Centers of Influence both internally and externally to drive revenue

Responsibilities

• Developing, managing, and retaining full-service relationships with Advanced Practice banking clients.
• Provides advice, counsel, and high-level customer service to meet the financial needs of clients.
• Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.
• Shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management.

Benefits

• 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 five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees