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About the Role

The Wealth Management Banker is responsible for the overall affluent client experience, ensuring collaboration of relevant entities to deliver U.S. Bank products and services. This role focuses on developing, managing, and retaining client relationships through proactive client engagement and providing expert advice on wealth banking solutions.

Responsibilities

• Manage the overall affluent client experience.
• Ensure collaboration of relevant entities to deliver U.S. Bank products and services.
• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Proactively contact assigned and prospective clients.
• Provide expert advice and counsel in affluent wealth banking client relationships.
• Understand clients’ needs and goals to recommend product and service solutions.

Requirements

• 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.
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Subject to registration process, including criminal background and credit check.
• Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Skills

• Strong relationship management skills.
• Strong sales skills.
• Strong business development skills.
• Basic understanding of Wealth products and offerings.
• Basic competency in Financial Planning.
• Ability to engage in wealth discussions with clients to increase book of business.
• Well-developed analytical skills.
• Well-developed problem-solving skills.
• Ability to make critical decisions independently.
• Effective writing skills.
• Effective speaking skills.
• Effective presentation skills.

Location

• U.S. Bank

Work Type

• Full-time

Experience Level

• Up to three years of experience

Education Level

• Bachelor's degree or equivalent work experience

Salary/Compensations

• $80,280.00 - $98,120.00

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs
• Equity stock purchase
• Pension (all benefits are subject to eligibility requirements)

About the Company

• At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
• A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
• 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.

Equal Opportunity

• U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.