Wealth Management Affluent Banker
About The Position
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience and for coordinating relevant U.S. Bank entities to deliver products and services suited to clients’ capabilities and needs. This includes identifying and connecting clients with specialists in areas such as mortgage, small business banking, and personal trust services. The role develops, manages, and retains Affluent Wealth Management client relationships through proactive contact with assigned and prospective clients. It provides advice and counsel by building an understanding of 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 a criminal background and credit check. Failure to meet or maintain registration requirements, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment.
Requirements
- Bachelor's degree or equivalent work experience.
- Five or more years of experience in Wealth Management private banking and/or senior-level 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 its Code of Ethics and Business Conduct and workplace conduct and safety policies.
Nice To Haves
- Strong relationship management, sales, and business development skills.
- Moderate understanding of wealth products and offerings.
- Strong competency in financial planning.
- Demonstrated ability to engage clients in wealth discussions and drive a strong increase in 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 U.S. Bank entities to deliver the full range of appropriate products and services.
- Identify and connect clients with specialists, 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 suitable products and services.
- Provide expert advice and counsel regarding affluent wealth banking client relationships.
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, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
