U.S. Bancorp

4 weeks ago

WM Affluent Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Own the end-to-end experience for affluent clients by building and maintaining relationships, proactively engaging current and prospective clients, and delivering the full range of wealth management products and services. Provide expert advice on clients’ needs and goals, recommend appropriate solutions, and coordinate with related experts (e.g., mortgage, small business banking, personal trust). Develop and grow a client book through consultative conversations and independent decision-making.

Location: Nashville

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Deliver an affluent client experience by coordinating relevant entities to provide the full spectrum of U.S. Bank products and services.
•Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients.
•Provide expert advice and counsel to understand clients’ needs and goals and recommend product/service solutions.
•Identify and collaborate with other experts (e.g., mortgage, small business banking, personal trust services) to support client needs.
•Increase the book of business through consultative wealth discussions and effective communication and presentations.

Pay and Benefits

Salary: USD 75,820 - 89,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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.
•Strong relationship management, sales, and business development skills.
•Ability to independently make critical decisions and engage in wealth discussions with clients to increase book of business.

Experience:Financial servicesWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

4 weeks ago

WM Affluent Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Nashville

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Deliver an affluent client experience by coordinating relevant entities to provide the full spectrum of U.S. Bank products and services.
•Develop, manage, and retain affluent client relationships through proactive outreach to assigned and prospective clients.
•Provide expert advice and counsel to understand clients’ needs and goals and recommend product/service solutions.
•Identify and collaborate with other experts (e.g., mortgage, small business banking, personal trust services) to support client needs.
•Increase the book of business through consultative wealth discussions and effective communication and presentations.

Pay and Benefits

Salary: USD 75,820 - 89,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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.
•Strong relationship management, sales, and business development skills.
•Ability to independently make critical decisions and engage in wealth discussions with clients to increase book of business.

Experience:Financial servicesWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63

Certifications:Series 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