Affluent Wealth Banker - Build Rich Client Relationships

U.S. Bank; Charlotte (NC); On-site; USD 80,280 - 98,120; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday pay

Job summary

U.S. Bank in Charlotte, NC seeks an Affluent Banker to deliver exceptional wealth management service to affluent clients, coordinating with mortgage, small business banking and trust professionals to offer full solutions.

The role requires NMLS registration, strong relationship management and the ability to act independently, with a focus on growing the client book and providing expert financial guidance.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Up to three years of experience in Wealth Management or financial services.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage and retain affluent client relationships for Wealth Management.
• Provide expert advice and counsel on affluent wealth banking products and services.

Skills

Relationship management

Sales

Business development

Analytical thinking

Problem solving

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Charlotte, NC seeks an Affluent Banker to deliver exceptional wealth management service to affluent clients, coordinating with mortgage, small business banking and trust professionals to offer full solutions.

The role requires NMLS registration, strong relationship management and the ability to act independently, with a focus on growing the client book and providing expert financial guidance.