Wealth Management Affluent Banker- Strongsville, OH

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 91,440 - 111,760 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Analytical skills","Independent decision-making"]

Develop, manage, and retain affluent client relationships by proactively engaging assigned and prospective clients. Provide expert advice and counsel around clients’ needs and goals, recommending U.S. Bank product and service solutions and coordinating with relevant experts such as mortgage, small business banking, and personal trust services. Drive business growth through wealth discussions while leveraging strong analytical and decision-making skills. Includes NMLS registration requirements under the SAFE Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Wealth Management Affluent Banker- Strongsville, OH

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop, manage, and retain affluent client relationships by proactively engaging assigned and prospective clients. Provide expert advice and counsel around clients’ needs and goals, recommending U.S. Bank product and service solutions and coordinating with relevant experts such as mortgage, small business banking, and personal trust services. Drive business growth through wealth discussions while leveraging strong analytical and decision-making skills. Includes NMLS registration requirements under the SAFE Act and Regulation Z.
Location: United States
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 the full spectrum of products and services.
  • •Develop, manage, and retain affluent wealth management client relationships through proactive outreach to assigned and prospective clients.
  • •Identify and engage other experts (e.g., mortgage, small business banking, personal trust services) as needed.
  • •Provide expert advice and counsel focused on understanding clients’ needs and goals and recommending solutions.
  • •Drive growth in the book of business by engaging clients in wealth discussions.

Pay and Benefits

Salary: USD 91,440 - 111,760 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirementLong-term DisabilityParental LeaveHolidayAdoption 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 SAFE Act of 2008 and Regulation Z, including criminal background and credit check.
  • •Maintain required NMLS registration and satisfactory criminal and credit record.
Experience:5+ yearsWealth managementPrivate bankingFinancial services
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentAnalytical skillsIndependent decision-making
Licenses:Series 6Series 63Series 7NMLS (SAFE Act)

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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