Wealth Management Affluent Banker

U.S. Bank • Wayzata, MN

3d

About The Position

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience. The role collaborates with relevant U.S. Bank entities to deliver the full spectrum of products and services suited to clients’ capabilities and needs, including identifying other experts in areas such as 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. They provide advice and counsel by understanding clients’ needs and goals and recommending appropriate product and service solutions. 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.
• Strong relationship management, sales, and business development skills.
• Basic understanding of wealth products and offerings.
• Basic competency in financial planning.
• Well-developed analytical and problem-solving skills.
• Ability to make critical decisions independently.
• Effective writing, speaking, and presentation skills.

Responsibilities

• Manage the overall affluent client experience and coordinate with relevant entities to deliver appropriate U.S. Bank products and services.
• Identify and connect clients with 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.
• Engage clients in wealth discussions to support growth of the book of business.

Benefits

• Healthcare, including medical, dental, and vision coverage.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of 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.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level