WM Affluent Banker - Irvine, CA

U.S. Bank National Association • Irvine, CA

21d

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.

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

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 in wealth discussions with clients in order to increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills

Responsibilities

• 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
• 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

Benefits

• Healthcare (medical, dental, 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 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees