WM Affluent Banker - Ventura, CA
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About The Position
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions. This role has multiple levels, open to candidates with 3+ years of experience with active FINRA Series 6-63 or Series 7-63 licenses. The successful candidate will be hired for the level of the position that aligns with their experience.
