Affluent Wealth Banker: Build High-Impact Relationships

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Job summary

U.S. Bank is seeking an Affluent Banker to deliver a premium client experience for affluent clients, coordinating with mortgage, small business banking, and personal trust teams to provide full wealth solutions.

You will develop, manage, and retain client relationships in Affluent Wealth Management by proactively engaging assigned and prospective clients, tailoring advice to goals and needs.

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

• Develop and maintain affluent client relationships to deliver full wealth solutions.
• Coordinate with mortgage, small business banking and personal trust services.
• Provide expert wealth guidance and counsel to clients.

Skills

Relationship management

Sales

Business development

Wealth management

Education

Bachelor's degree

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking an Affluent Banker to deliver a premium client experience for affluent clients, coordinating with mortgage, small business banking, and personal trust teams to provide full wealth solutions.

You will develop, manage, and retain client relationships in Affluent Wealth Management by proactively engaging assigned and prospective clients, tailoring advice to goals and needs.