Wealth Management Banker

U.S. Bank • Boulder, CO

4d

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 appropriate products and services. 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. It provides expert advice and counsel by understanding clients’ needs and goals and recommending 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. The registration process includes criminal background and credit checks. Failure to meet or maintain registration requirements, including satisfactory criminal and credit records, 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.

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 grow a book of business.
• Well-developed analytical and problem-solving skills.
• Ability to make critical decisions independently.
• Effective writing, speaking, and presentation skills.

Responsibilities

• Ensure a strong overall client experience for affluent clients.
• Coordinate relevant U.S. Bank entities to provide the full spectrum of products, services, capabilities, and solutions.
• Identify and engage other experts, including mortgage, small business banking, and personal trust professionals.
• 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 on 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 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 holidays.
• 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 and 401(k) contribution.
• Pension, subject to eligibility requirements.

What This Job Offers

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