Wealth Management- Affluent Banker- Preble County

U.S. Bancorp
Richmond
Workplace: OnsiteFull timeUSD 91,440 - 111,760 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical thinking","Problem-solving","Independent decision-making","Communication","Presentation"]

Own the end-to-end experience for affluent clients by collaborating with internal specialists to deliver a full suite of wealth management products and services. Proactively develop, manage, and retain relationships with assigned and prospective affluent clients, using deep understanding of their needs and goals to recommend tailored solutions. Provide expert advice and counsel, build business through wealth discussions, and drive growth through consistent client engagement.

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

Wealth Management- Affluent Banker- Preble County

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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 by collaborating with internal specialists to deliver a full suite of wealth management products and services. Proactively develop, manage, and retain relationships with assigned and prospective affluent clients, using deep understanding of their needs and goals to recommend tailored solutions. Provide expert advice and counsel, build business through wealth discussions, and drive growth through consistent client engagement.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ensure an overall affluent client experience by coordinating relevant teams to deliver the full spectrum of U.S. Bank products and services.
  • •Develop, manage, and retain client relationships for Affluent Wealth Management through proactive outreach to assigned and prospective clients.
  • •Provide expert advice and counsel by understanding clients’ needs and goals and recommending appropriate product and service solutions.
  • •Identify and coordinate other experts such as mortgage, small business banking, and personal trust services as part of client solution delivery.
  • •Drive growth by engaging in wealth discussions and increasing the client book of business.

Pay and Benefits

Salary: USD 91,440 - 111,760 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •5+ years of experience in wealth management/private banking and/or senior-level financial services.
  • •Series 6-63 or Series 7-63 licenses.
  • •Ability to obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing required background and credit checks.
  • •Strong relationship management, sales, and business development skills with an understanding of wealth products and offerings.
Experience:5+ yearsWealth managementPrivate bankingFinancial services
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical thinkingProblem-solvingIndependent decision-makingCommunicationPresentation
Licenses:NMLS registration
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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