Wealth Management Affluent Banker
About The Position
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience. The role coordinates relevant U.S. Bank entities to deliver the full range of products and services suited to clients’ needs, including identifying specialists in mortgage, small business banking, and personal trust services. The banker develops, manages, and retains Affluent Wealth Management client relationships through proactive contact with assigned and prospective clients, and provides expert advice by understanding clients’ needs and goals and recommending appropriate products and services. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
Requirements
- Bachelor’s degree or equivalent work experience.
- Up to three years of experience in Wealth Management private banking or financial services.
- Series 6-63 or Series 7-63 licenses.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
- Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- Strong relationship management, sales, and business development skills.
- Basic understanding of Wealth products and offerings.
- Basic competency in Financial Planning.
- Ability to engage clients in wealth discussions to increase the book of business.
- Well-developed analytical and problem-solving skills.
- Ability to make critical decisions independently.
- Effective writing, speaking, and presentation skills.
Responsibilities
- Own the overall affluent client experience and coordinate relevant entities to deliver appropriate U.S. Bank products, services, capabilities, and solutions.
- Identify other experts, including mortgage, small business banking, and personal trust services.
- Develop, manage, and retain Affluent Wealth Management client relationships through proactive contact with assigned and prospective clients.
- Understand clients’ needs and goals and recommend product and service solutions.
- Provide expert advice and counsel regarding affluent wealth banking client relationships.
Benefits
- Medical, dental, and vision healthcare.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
