WM Affluent Banker

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 98,280 - 120,120 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Analytical thinking","Problem-solving","Independent decision-making","Communication"]

Own the end-to-end affluent client experience for a defined segment by building, managing, and retaining wealth management client relationships. Provide expert counsel based on clients’ needs and goals, proactively engaging assigned and prospective clients to recommend appropriate U.S. Bank products and services. Coordinate with relevant specialists such as mortgage, small business banking, and personal trust services to deliver comprehensive solutions and grow the client book of business.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

WM Affluent Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Own the end-to-end affluent client experience for a defined segment by building, managing, and retaining wealth management client relationships. Provide expert counsel based on clients’ needs and goals, proactively engaging assigned and prospective clients to recommend appropriate U.S. Bank products and services. Coordinate with relevant specialists such as mortgage, small business banking, and personal trust services to deliver comprehensive solutions and grow the client book of business.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ensure overall affluent client experience by collaborating with relevant teams to deliver a full spectrum of U.S. Bank wealth management products and services.
  • •Develop, manage, and retain affluent client relationships through proactive contact of assigned and prospective clients.
  • •Recommend product and service solutions by advising and counseling clients based on their needs and goals.
  • •Identify and coordinate with other experts such as mortgage, small business banking, and personal trust services to support client outcomes.
  • •Drive growth by increasing the book of business through effective engagement in wealth discussions.

Pay and Benefits

Salary: USD 98,280 - 120,120 annually
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

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.
  • •Series 6-63 or Series 7-63 licenses.
  • •National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
  • •Demonstrated ability to build client relationships through proactive wealth discussions and independently make critical decisions.
Experience:Wealth managementPrivate banking
Education:Bachelor's
Skills:Relationship managementAnalytical thinkingProblem-solvingIndependent decision-makingCommunication
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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