Wealth Management Banker - Southeast Ohio (Ironton and Vicinity)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 69,660 - 85,140 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Analytical thinking","Independent decision-making"]

Own the affluent client experience by building, managing, and retaining Wealth Management relationships through proactive outreach to current and prospective clients. Recommend product and service solutions across U.S. Bank’s affluent wealth capabilities, collaborating with relevant experts such as mortgage, small business banking, and personal trust services. Focus on understanding clients’ goals to grow the book of business, while meeting regulatory and licensing requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
17 hours ago

Wealth Management Banker - Southeast Ohio (Ironton and Vicinity)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Own the affluent client experience by building, managing, and retaining Wealth Management relationships through proactive outreach to current and prospective clients. Recommend product and service solutions across U.S. Bank’s affluent wealth capabilities, collaborating with relevant experts such as mortgage, small business banking, and personal trust services. Focus on understanding clients’ goals to grow the book of business, while meeting regulatory and licensing requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver an end-to-end affluent client experience by collaborating with relevant entities to provide the full range of U.S. Bank products and services.
  • •Develop, manage, and retain Affluent Wealth Management client relationships through proactive outreach to assigned and prospective clients.
  • •Provide expert advice and counseling by understanding clients’ needs and goals and recommending appropriate wealth product and service solutions.
  • •Identify and connect clients with other experts (e.g., mortgage, small business banking, personal trust services) when needed.
  • •Build and increase the book of business through ongoing client wealth discussions and solution recommendations.

Pay and Benefits

Salary: USD 69,660 - 85,140 annually
Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid Leave

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.
  • •Ability to complete and maintain required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing criminal background and credit checks.
  • •Strong relationship management, sales, and business development skills.
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentAnalytical thinkingIndependent decision-making
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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Glassdoor: 3.8
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