Wealth Management Affluent Banker

U.S. Bank • Bridgeton, MO

1d

About The Position

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience and coordinating relevant U.S. Bank entities to provide clients with the full spectrum of products, services, capabilities, and solutions. This includes identifying and connecting clients with 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. The position provides expert advice and counsel by building an understanding of clients’ needs and goals and recommending appropriate product and service solutions. National Mortgage Licensing System (NMLS) registration is required under the S.A.F.E. Act of 2008 and Regulation Z. The registration process 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 terms of 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.
• Ability to engage clients in wealth discussions to increase a book of business.
• 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 relevant entities to deliver U.S. Bank products, services, capabilities, and solutions.
• Identify and connect clients with specialists such as mortgage, small business banking, and personal trust experts.
• Develop, manage, and retain Affluent Wealth Management client relationships.
• Proactively contact assigned and prospective clients.
• Understand clients’ needs and goals and recommend appropriate products and services.
• Provide expert advice and counsel regarding affluent wealth banking relationships.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• 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.
• Pension.

What This Job Offers

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