Affluent Wealth Management Banker — Client-First Advisor

Usbank; West Des Moines (IA); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver the full spectrum of products and services across mortgage, small business banking and personal trust services, while building and retaining client relationships.

You'll provide expert guidance by understanding clients' needs and goals, collaborating with specialists, and guiding conversations that grow a strong book of business in a client-centric, compliant environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Five or more years in Wealth Management or private banking.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage and retain affluent client relationships.
• Collaborate with mortgage, small business banking and personal trust peers.
• Provide expert guidance by understanding client needs and goals.

Skills

Relationship management

Sales

Business development

Financial planning

Education

Bachelor's degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver the full spectrum of products and services across mortgage, small business banking and personal trust services, while building and retaining client relationships.

You'll provide expert guidance by understanding clients' needs and goals, collaborating with specialists, and guiding conversations that grow a strong book of business in a client-centric, compliant environment.