Wealth Management- Affluent Banker- Mayfield Heights, OH

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

Own the overall affluent client experience by building and maintaining relationships for Affluent Wealth Management. Proactively develop and retain affluent client relationships using expert advice and counsel aligned to clients’ needs and goals. Collaborate with mortgage, small business banking, and personal trust specialists to deliver the full range of wealth products and services. Drive growth by increasing book of business through effective client conversations and recommendations.

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

Wealth Management- Affluent Banker- Mayfield Heights, OH

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Last checked: 14 hours agoStatus: Live

Job Summary

Own the overall affluent client experience by building and maintaining relationships for Affluent Wealth Management. Proactively develop and retain affluent client relationships using expert advice and counsel aligned to clients’ needs and goals. Collaborate with mortgage, small business banking, and personal trust specialists to deliver the full range of wealth products and services. Drive growth by increasing book of business through effective client conversations and recommendations.
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 coordinating relevant entities to deliver the full range of products and services
  • •Develop, manage, and retain affluent client relationships through proactive outreach
  • •Provide expert advice and counsel by understanding client needs and goals and recommending solutions
  • •Identify and collaborate with other experts such as mortgage, small business banking, and personal trust services
  • •Drive growth by engaging in wealth discussions to increase the book of business

Pay and Benefits

Salary: USD 91,440 - 111,760
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption 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 terms of the S.A.F.E. Act of 2008 and Regulation Z
  • •Ability to develop, manage, and retain affluent client relationships through proactive contact
Experience:5+ yearsWealth managementPrivate bankingFinancial services
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingCommunicationPresentation
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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