U.S. Bancorp

2 weeks ago

Wealth Management Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Own the end-to-end affluent client experience by proactively developing, managing, and retaining relationships for Affluent Wealth Management. Partner with relevant experts (including mortgage, small business banking, and personal trust services) to deliver a full suite of products and solutions. Use a strong understanding of client needs and goals to provide expert advice, counseling, and recommendations that help grow client engagement and increase book of business.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Deliver the overall affluent client experience by coordinating relevant entities to provide the full spectrum of products and services.
•Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
•Provide expert advice and counsel by building understanding of clients’ needs and goals to recommend product and service solutions.
•Identify and coordinate other experts (e.g., mortgage, small business banking, personal trust services) as part of client solutions.
•Increase the book of business by engaging in wealth discussions with clients and driving stronger growth in client relationships.

Pay and Benefits

Salary: USD 91,440 - 111,760 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•5+ years of experience in wealth management private banking and/or senior level financial services.
•Series 6-63 or Series 7-63 licenses.
•Strong relationship management, sales, and business development skills.
•Strong competency in financial planning and analytical/problem-solving ability.

Experience:Wealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63NMLS registration (S.A.F.E. Act)Regulation Z

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

2 weeks ago

Wealth Management Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Deliver the overall affluent client experience by coordinating relevant entities to provide the full spectrum of products and services.
•Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
•Provide expert advice and counsel by building understanding of clients’ needs and goals to recommend product and service solutions.
•Identify and coordinate other experts (e.g., mortgage, small business banking, personal trust services) as part of client solutions.
•Increase the book of business by engaging in wealth discussions with clients and driving stronger growth in client relationships.

Pay and Benefits

Salary: USD 91,440 - 111,760 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•5+ years of experience in wealth management private banking and/or senior level financial services.
•Series 6-63 or Series 7-63 licenses.
•Strong relationship management, sales, and business development skills.
•Strong competency in financial planning and analytical/problem-solving ability.

Experience:Wealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:Relationship managementSalesBusiness developmentFinancial planningAnalytical problem-solvingIndependent decision-makingCommunicationPresentation

Licenses:Series 6-63Series 7-63NMLS registration (S.A.F.E. Act)Regulation Z

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