Wealth Management Banker- West Chester

U.S. Bancorp
Ohio
Workplace: OnsiteFull timeUSD 91,440 - 111,760 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical and problem-solving"]

Develop, manage, and retain affluent client relationships by proactively engaging assigned and prospective clients and delivering a full range of wealth management products and services. Partner with internal experts (e.g., mortgage, small business banking, personal trust) to address client needs and goals. Provide expert advice and counsel to drive growth in your book of business through strong client conversations, analysis, and independent decision-making.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
20 hours ago

Wealth Management Banker- West Chester

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Develop, manage, and retain affluent client relationships by proactively engaging assigned and prospective clients and delivering a full range of wealth management products and services. Partner with internal experts (e.g., mortgage, small business banking, personal trust) to address client needs and goals. Provide expert advice and counsel to drive growth in your book of business through strong client conversations, analysis, and independent decision-making.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Own the overall affluent client experience for an assigned segment by coordinating relevant internal entities to deliver the full range of products and services.
  • •Develop, manage, and retain affluent wealth management client relationships through proactive outreach to assigned and prospective clients.
  • •Provide expert advice and counsel by building understanding of clients’ needs and goals and recommending product and service solutions.
  • •Identify and collaborate with other experts (e.g., mortgage, small business banking, personal trust services) to address client needs.
  • •Engage in wealth discussions that drive growth in the book of business using analysis, critical thinking, and independent decision-making.

Pay and Benefits

Salary: USD 91,440 - 111,760 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption 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.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including criminal background and credit check).
  • •Ability to maintain satisfactory criminal and credit records to keep NMLS registration.
Experience:5+ years
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical and problem-solving
Licenses: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
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