Wealth Management Banker NMLS
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, services, capabilities, and solutions. This includes identifying other experts, such as those in 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. They provide expert advice and counsel by building an understanding of clients’ needs and goals and recommending suitable product and service solutions. The role 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 NMLS 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 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 to drive strong increases 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 entities to deliver the full spectrum of 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 coverage (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 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
