WM Affluent Banker - Orlando, FL

U.S. Bancorp
Orlando
Workplace: OnsiteFull timeUSD 99,540 - 121,660 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical problem-solving"]

Develop and grow relationships with affluent clients by prospecting and meeting with leads to gather financial information, assess needs, and recommend suitable wealth management solutions. Deliver strategies across lending, deposits, and purchasing power while using a client service matrix consistently. Partner with advisors and branch teammates to identify referrals, retain clients, and increase revenue, including coordinating with other U.S. Bank experts such as mortgage, small business banking, and personal trust services.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

WM Affluent Banker - Orlando, FL

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and grow relationships with affluent clients by prospecting and meeting with leads to gather financial information, assess needs, and recommend suitable wealth management solutions. Deliver strategies across lending, deposits, and purchasing power while using a client service matrix consistently. Partner with advisors and branch teammates to identify referrals, retain clients, and increase revenue, including coordinating with other U.S. Bank experts such as mortgage, small business banking, and personal trust services.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Prospect and call leads.
  • •Meet with affluent clients to collect financial information, conduct discovery, and assess each client’s needs.
  • •Determine suitable financial products now and in the future based on client circumstances.
  • •Facilitate delivery of strategies and capabilities including lending, deposits, and purchasing power.
  • •Develop and retain client relationships by using the client service matrix, identifying new clients, and partnering with advisors and branch teammates.

Pay and Benefits

Salary: USD 99,540 - 121,660 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key 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.
  • •Ability to register with NMLS under the S.A.F.E. Act of 2008 and Regulation Z.
  • •Strong relationship management, sales, and business development skills.
Experience:Wealth managementPrivate banking
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solving
Certifications:Series 6-63Series 7-63NMLS registration

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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