WM Affluent Banker

U.S. Bancorp
Iowa
Workplace: OnsiteFull timeUSD 86,400 - 105,600 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Analytical thinking","Problem-solving","Communication","Presentation","Independent decision-making"]

Own the end-to-end experience for affluent clients, building and retaining relationships through proactive outreach and advisory conversations. Collaborate with relevant experts to deliver a full range of wealth management products and services, including mortgage, small business banking, and personal trust. Recommend solutions aligned to clients’ needs and goals while driving growth in book of business, and meet required NMLS registration and related compliance obligations.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

WM Affluent Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Own the end-to-end experience for affluent clients, building and retaining relationships through proactive outreach and advisory conversations. Collaborate with relevant experts to deliver a full range of wealth management products and services, including mortgage, small business banking, and personal trust. Recommend solutions aligned to clients’ needs and goals while driving growth in book of business, and meet required NMLS registration and related compliance obligations.
Location: Iowa
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver overall affluent client experience by coordinating with relevant entities to provide U.S. Bank wealth management products and services.
  • •Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients.
  • •Provide expert advice and counsel by understanding clients’ needs and goals to recommend appropriate product and service solutions.
  • •Drive growth by engaging clients in wealth discussions to increase book of business.
  • •Complete and maintain NMLS registration requirements, including required background and credit checks.

Pay and Benefits

Salary: USD 86,400 - 105,600 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid 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.
  • •Obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act and Regulation Z, including passing required background and credit checks.
  • •Ability to independently make critical decisions.
Experience:5+ years
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentAnalytical thinkingProblem-solvingCommunicationPresentationIndependent decision-making
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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