Wealth Management Banker NMLS

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 98,280 - 120,120 annuallyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Business development","Financial planning","Analytical problem-solving"]

Own the affluent client experience by developing, managing, and retaining relationships for assigned and prospective clients. Partner with internal experts (including mortgage, small business banking, and personal trust services) to deliver a full set of wealth solutions. Provide expert advice grounded in clients’ needs and goals, proactively driving growth in the client book while meeting NMLS registration requirements and compliance obligations.

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

Wealth Management Banker NMLS

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

Job Summary

Own the affluent client experience by developing, managing, and retaining relationships for assigned and prospective clients. Partner with internal experts (including mortgage, small business banking, and personal trust services) to deliver a full set of wealth solutions. Provide expert advice grounded in clients’ needs and goals, proactively driving growth in the client book while meeting NMLS registration requirements and compliance obligations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop, manage, and retain affluent client relationships through proactive contact of assigned and prospective clients.
  • •Collaborate with relevant entities to deliver the full spectrum of U.S. Bank wealth products and services.
  • •Identify and coordinate with other experts (e.g., mortgage, small business banking, personal trust services) to meet client needs.
  • •Recommend product and service solutions by building an understanding of clients’ needs and goals.
  • •Drive growth by increasing the book of business through consultative wealth discussions.

Pay and Benefits

Salary: USD 98,280 - 120,120 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental 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.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including successful criminal background and credit checks.
  • •Ability to provide expert advice and counsel to affluent clients based on their needs and goals.
Experience:5+ yearsWealth managementPrivate bankingFinancial services
Education:Bachelor's
Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solving
Licenses:Series 6-63Series 7-63
Certifications: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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