U.S. Bancorp

1 day ago

Wealth Mgmt Banker NMLS 2

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Serve the affluent segment by delivering an exceptional client experience and coordinating U.S. Bank resources to provide the full range of wealth products and services. Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients. Provide expert counsel on clients’ needs and goals to recommend solutions and grow the book of business, while meeting NMLS registration requirements and related compliance checks.

Location: Vancouver

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Ensure overall affluent client experience and coordinate relevant entities to deliver U.S. Bank wealth products and services.
•Develop, manage, and retain affluent wealth management client relationships through proactive contact.
•Provide expert advice and counsel by understanding clients’ needs and goals and recommending product and service solutions.
•Identify and engage other experts such as mortgage, small business banking, and personal trust services.
•Maintain NMLS registration requirements and comply with related criminal background and credit check processes.

Pay and Benefits

Salary: USD 98,280 - 120,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

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 experience.
•Series 6-63 or Series 7-63 licenses.
•NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including ability to pass required criminal background and credit checks.
•Strong relationship management, sales, and business development skills.

Experience:5+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63

Certifications:NMLS registrationSeries 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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 day ago

Wealth Mgmt Banker NMLS 2

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: Vancouver

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Ensure overall affluent client experience and coordinate relevant entities to deliver U.S. Bank wealth products and services.
•Develop, manage, and retain affluent wealth management client relationships through proactive contact.
•Provide expert advice and counsel by understanding clients’ needs and goals and recommending product and service solutions.
•Identify and engage other experts such as mortgage, small business banking, and personal trust services.
•Maintain NMLS registration requirements and comply with related criminal background and credit check processes.

Pay and Benefits

Salary: USD 98,280 - 120,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

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 experience.
•Series 6-63 or Series 7-63 licenses.
•NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including ability to pass required criminal background and credit checks.
•Strong relationship management, sales, and business development skills.

Experience:5+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63

Certifications:NMLS registrationSeries 6-63Series 7-63

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