WM Affluent Banker - Charlotte, NC

U.S. Bancorp
Charlotte
Workplace: OnsiteFull timeUSD 80,280 - 98,120 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical problem-solving","Independent decision-making","Presentation skills","Communication"]

Own the end-to-end client experience for affluent clients by building and maintaining relationships, proactively engaging assigned and prospective clients, and delivering the full range of wealth management products and services. Collaborate with relevant specialists (e.g., mortgage, small business banking, personal trust services) to match client needs and goals. Provide expert advice and counsel while growing and retaining your affluent wealth client book.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

WM Affluent Banker - Charlotte, NC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live

Job Summary

Own the end-to-end client experience for affluent clients by building and maintaining relationships, proactively engaging assigned and prospective clients, and delivering the full range of wealth management products and services. Collaborate with relevant specialists (e.g., mortgage, small business banking, personal trust services) to match client needs and goals. Provide expert advice and counsel while growing and retaining your affluent wealth client book.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver an end-to-end affluent client experience by coordinating relevant entities to provide the full range of wealth management products and services.
  • •Develop, manage, and retain relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
  • •Identify and collaborate with other experts, including mortgage, small business banking, and personal trust services.
  • •Provide expert advice and counsel focused on understanding client needs and goals to recommend appropriate product and service solutions.
  • •Increase the client book of business through effective wealth discussions, independent decision-making, and analytical problem-solving.

Pay and Benefits

Salary: USD 80,280 - 98,120 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key 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.
  • •Strong relationship management, sales, and business development skills.
  • •Ability to provide financial planning competency and engage in wealth discussions to increase client book of business.
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingPresentation skillsCommunication
Licenses:NMLS
Certifications:Series 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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