Wealth Management Banker

U.S. Bank • Westminster, CO

1d

About The Position

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience and coordinates relevant U.S. Bank teams to deliver 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 role develops, manages, and retains affluent wealth management client relationships through proactive contact with assigned and prospective clients. It provides 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, including a criminal background and credit check. 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.
• 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 terms of the S.A.F.E. Act of 2008 and Regulation Z, including the required background and credit checks.

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 to drive strong increases in the book of business.
• Well-developed analytical and problem-solving skills.
• Ability to make critical decisions independently.
• Effective writing, speaking, and presentation skills.

Responsibilities

• Ensure an overall positive affluent client experience by coordinating relevant entities to deliver U.S. Bank products, services, capabilities, and solutions.
• Identify and connect clients with 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 appropriate product and service solutions.
• Provide expert advice and counsel on affluent wealth banking client relationships.

Benefits

• Healthcare, including medical, dental, and vision.
• 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.
• Pension.

What This Job Offers

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