WM Affluent Banker

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 86,400 - 105,600 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical thinking"]

Serve affluent wealth clients by managing the end-to-end client experience and partnering with internal experts to deliver the full range of U.S. Bank wealth products and services. Proactively develop, manage, and retain relationships for assigned and prospective affluent clients, advising on client needs and goals and recommending appropriate solutions. Drive growth through proactive engagement, increase book of business, and independently make critical decisions.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

WM Affluent Banker

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve affluent wealth clients by managing the end-to-end client experience and partnering with internal experts to deliver the full range of U.S. Bank wealth products and services. Proactively develop, manage, and retain relationships for assigned and prospective affluent clients, advising on client needs and goals and recommending appropriate solutions. Drive growth through proactive engagement, increase book of business, and independently make critical decisions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Own the overall affluent client experience and ensure collaboration across relevant entities to deliver wealth products and services.
  • •Develop, manage, and retain client relationships for affluent wealth management through proactive contact of assigned and prospective clients.
  • •Provide expert advice and counsel by understanding clients’ needs and goals and recommending product and service solutions.
  • •Identify and collaborate with other experts such as mortgage, small business banking, and personal trust services.
  • •Engage clients in wealth discussions to drive growth of the book of business and make critical decisions independently.

Pay and Benefits

Salary: USD 86,400 - 105,600 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPensionPaid LeavePaid HolidaysAdoption Assistance

Key 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.
  • •Strong relationship management, sales, and business development skills.
  • •Strong competency in Financial Planning with the ability to engage in wealth discussions to grow the book of business.
Experience:5+ yearsWealth managementPrivate bankingFinancial services
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical thinking
Licenses:NMLS registrationSeries 6-63Series 7-63

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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