U.S. Bancorp

1 week ago

Wealth Management Banker NMLS

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve affluent clients by managing and growing wealth banking relationships through proactive outreach and expert guidance. Collaborate with internal specialists (e.g., mortgage, small business banking, personal trust) to deliver a full set of products and solutions. Recommend services aligned to clients’ goals, increase book of business, and maintain required NMLS registration readiness including subject to background and credit checks.

Location: Redmond

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Manage end-to-end affluent client experience in the affluent segment by coordinating relevant internal entities.
•Develop, manage, and retain client relationships through proactive contact of assigned and prospective clients.
•Provide expert advice and counsel for affluent wealth banking client needs and goals.
•Recommend product and service solutions and increase the book of business through wealth discussions.
•Identify and coordinate other experts (e.g., mortgage, small business banking, personal trust services) to deliver the full product and service spectrum.

Pay and Benefits

Salary: USD 86,360 - 101,600 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption 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.
•Must hold Series 6-63 or Series 7-63 licenses.
•Successful National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required 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-solving

Licenses:NMLSSeries 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 week ago

Wealth Management Banker NMLS

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Redmond

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Manage end-to-end affluent client experience in the affluent segment by coordinating relevant internal entities.
•Develop, manage, and retain client relationships through proactive contact of assigned and prospective clients.
•Provide expert advice and counsel for affluent wealth banking client needs and goals.
•Recommend product and service solutions and increase the book of business through wealth discussions.
•Identify and coordinate other experts (e.g., mortgage, small business banking, personal trust services) to deliver the full product and service spectrum.

Pay and Benefits

Salary: USD 86,360 - 101,600 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption 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.
•Must hold Series 6-63 or Series 7-63 licenses.
•Successful National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required 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-solving

Licenses:NMLSSeries 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