U.S. Bancorp

4 weeks ago

WM Affluent Banker - Salinas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Own the affluent client experience by developing, managing, and retaining relationships in Affluent Wealth Management. Proactively engage assigned and prospective clients to understand goals and provide expert advice, recommending appropriate U.S. Bank products and services. Collaborate with internal experts (e.g., mortgage, small business banking, personal trust services) to deliver a full solutions experience and grow the client book of business through strong wealth discussions and financial planning.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Deliver an end-to-end affluent client experience by coordinating relevant entities to provide the full spectrum of U.S. Bank products and services.
•Develop, manage, and retain affluent wealth management client relationships through proactive contact.
•Provide expert advice and counsel based on clients’ needs and goals to recommend product and service solutions.
•Identify and bring in other experts (e.g., mortgage, small business banking, personal trust services) as needed to fulfill client capabilities.
•Increase the book of business by engaging clients in wealth discussions and driving independent decision-making.

Pay and Benefits

Salary: USD 98,345 - 115,700 annually

Perks:Health InsuranceDentalVision401kPaid 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.
•NMLS registration required under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
•Strong relationship management, sales, and business development skills with competency in financial planning.

Experience:Wealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical skillsCommunication

Licenses:Series 6-63Series 7-63

Certifications:Series 6-63Series 7-63NMLS registrationS.A.F.E. Act registrationRegulation Z compliance

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

4 weeks ago

WM Affluent Banker - Salinas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Deliver an end-to-end affluent client experience by coordinating relevant entities to provide the full spectrum of U.S. Bank products and services.
•Develop, manage, and retain affluent wealth management client relationships through proactive contact.
•Provide expert advice and counsel based on clients’ needs and goals to recommend product and service solutions.
•Identify and bring in other experts (e.g., mortgage, small business banking, personal trust services) as needed to fulfill client capabilities.
•Increase the book of business by engaging clients in wealth discussions and driving independent decision-making.

Pay and Benefits

Salary: USD 98,345 - 115,700 annually

Perks:Health InsuranceDentalVision401kPaid 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.
•NMLS registration required under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
•Strong relationship management, sales, and business development skills with competency in financial planning.

Experience:Wealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical skillsCommunication

Licenses:Series 6-63Series 7-63

Certifications:Series 6-63Series 7-63NMLS registrationS.A.F.E. Act registrationRegulation Z compliance

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