Affluent Wealth Banker: Build Elite Client Relationships

U.S. Bank; Tempe (AZ); On-site; USD 80,000 - 98,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

Disability coverage

Retirement plan (401k)

Paid vacation

Holidays

Adoption assistance

Parental leave

Job summary

U.S. Bank is seeking an Affluent Banker to enhance the affluent client experience by coordinating with mortgage, small business banking, and personal trust services to deliver a full spectrum of products and solutions.

You will develop, manage, and retain client relationships for Affluent Wealth Management through proactive client contact. The role requires leveraging wealth knowledge to assess client goals and recommend appropriate financial products and services while maintaining compliance

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

Responsibilities

• Manage affluent client experience and collaborate with relevant entities to deliver wealth management products and services
• Develop, manage, and retain client relationships for Affluent Wealth Management
• Provide expert advice and counsel by understanding clients' needs and goals to recommend solutions

Skills

Relationship management

Sales

Business development

Communication

Financial planning

Problem solving

Independent decision making

Writing & presentation

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking an Affluent Banker to enhance the affluent client experience by coordinating with mortgage, small business banking, and personal trust services to deliver a full spectrum of products and solutions.

You will develop, manage, and retain client relationships for Affluent Wealth Management through proactive client contact. The role requires leveraging wealth knowledge to assess client goals and recommend appropriate financial products and services while maintaining compliance