Wealth management banker
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Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.
S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services.
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Up to three years of experience in Wealth Management private banking or financial services
- Series 6-63 or Series 7-63 licenses
Preferred Skills / Experience
- Strong relationship management, sales, and business development skills
- Basic understanding of Wealth products and offerings
- Basic competency in Financial Planning
- Ability to engage in wealth discussions with clients in order to increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits :
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work / life balance should be easy to achieve.
That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.
EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.
S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S.
Citizenship and Immigration Services. Learn more about the E-Verify program.
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption.
For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
Last updated : 2022-11-27