WM Affluent Banker - Orlando, FL

U.S. Bank • Orlando, FL

11h • Onsite

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.

Requirements

• Bachelor's degree, or equivalent work experience
• Seven or more years of experience in Wealth Management private banking
• Series 6-63 or Series 7-63 licenses
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Subject to the required registration process, which includes a criminal background and credit check.
• Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Nice To Haves

• Strong relationship management, sales, and business development skills
• Significant understanding of Wealth products and offerings
• Advanced competency in Financial Planning
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills
• Advanced knowledge of complex credit

Responsibilities

• Prospect and call leads
• Meet with affluent clients to collect financial information, conduct the needed discovery, assess needs, and evaluate each client's unique situation
• Determine which financial products are suitable for the client's unique circumstances now and in the future
• Facilitate the delivery of strategies and capabilities including lending, deposits, and purchasing power
• Work to grow the Affluent client base and increase revenue by ensuring client service matrix is consistently utilized for each client and proactively identifying new clients
• Partner with Advisor as a teammate
• Collaborate with branch teammates to identify and refer potential affluent prospects
• Refer and partner with other financial services within U.S. Bank channels, as appropriate

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: Senior