U.S. Bancorp

6 days ago

Affluent Wealth Management Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Develop, manage, and retain affluent client relationships by proactively engaging assigned and prospective clients and delivering the full range of U.S. Bank products and services. Coordinate with relevant internal experts (e.g., mortgage, small business banking, personal trust services), provide expert counsel aligned to clients’ needs and goals, and recommend appropriate wealth banking solutions to grow and deepen the client book of business.

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 coordinate relevant internal entities to deliver U.S. Bank products and services.
•Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients.
•Identify and partner with other experts (e.g., mortgage, small business banking, personal trust services) to support client solutions.
•Provide expert advice and counsel by understanding clients’ needs and goals and recommending product and service solutions.
•Drive growth of the client book of business through effective engagement in wealth discussions.

Pay and Benefits

Salary: USD 98,280 - 120,120

Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysLife InsuranceDisability InsuranceParental Leave

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.
•Ability to provide expert advice and counsel in affluent wealth banking client relationships.
•Strong relationship management, sales, and business development skills.

Experience:5+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical thinkingCommunication

Licenses:NMLS registrationSeries 6-63 licenseSeries 7-63 license

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

6 days ago

Affluent Wealth Management Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

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 coordinate relevant internal entities to deliver U.S. Bank products and services.
•Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients.
•Identify and partner with other experts (e.g., mortgage, small business banking, personal trust services) to support client solutions.
•Provide expert advice and counsel by understanding clients’ needs and goals and recommending product and service solutions.
•Drive growth of the client book of business through effective engagement in wealth discussions.

Pay and Benefits

Salary: USD 98,280 - 120,120

Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysLife InsuranceDisability InsuranceParental Leave

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.
•Ability to provide expert advice and counsel in affluent wealth banking client relationships.
•Strong relationship management, sales, and business development skills.

Experience:5+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical thinkingCommunication

Licenses:NMLS registrationSeries 6-63 licenseSeries 7-63 license

Company Brief

U.S. Bancorp

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

Glassdoor: 3.8

Website LinkedIn Glassdoor