Wealth Management Banker - Yucaipa, CA
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, services, capabilities, and solutions. This includes identifying other experts, 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. The banker meets with affluent clients to understand their financial circumstances, identify suitable products and strategies, and facilitate solutions involving lending, deposits, and purchasing power. The position works with advisors, branch teammates, and other U.S. Bank financial services teams to grow the client base and revenue while providing coordinated service.
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; registration includes criminal background and credit checks, and registration requirements must be met and maintained.
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 book of business.
- Well-developed analytical and problem-solving skills.
- Ability to make critical decisions independently.
- Effective writing, speaking, and presentation skills.
- Strong knowledge of complex credit.
Responsibilities
- Prospect and call leads.
- Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate each client's situation.
- Determine financial products suitable for clients' circumstances now and in the future.
- Facilitate delivery of strategies and capabilities, including lending, deposits, and purchasing power.
- Grow the Affluent client base and increase revenue by consistently using the client service matrix and proactively identifying new clients.
- Partner with an Advisor as a teammate.
- Collaborate with branch teammates to identify and refer potential affluent prospects.
- Refer clients to and partner with other financial services within U.S. Bank channels, as appropriate.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
