Affluent Wealth Management Banker - Client Growth Lead

U.S. Bank; Menomonee Falls (WI); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Job summary

U.S. Bank seeks a Wealth Management Banker to deliver affluent client experiences and coordinate related services across mortgage, business banking, and trust offerings.

You will build and retain relationships with high-net-worth clients, provide financial planning insights, and ensure regulatory and licensing requirements are met. The role emphasizes proactive client engagement and collaboration with internal experts.

Qualifications

• Bachelor's degree or equivalent work experience.
• 7+ years of experience in Wealth Management/private banking.
• Series 6-63 or Series 7-63 licenses required.
• Strong relationship management, sales and business development skills.

Responsibilities

• Develop, manage and retain affluent client relationships.
• Provide expert wealth guidance and cross-sell bank products.
• Collaborate with mortgage, small business banking and trust services.
• Ensure compliance with NMLS registration and background checks.

Skills

Relationship management

Sales

Business development

Financial planning

Analytical thinking

Independent decision making

Communication skills

Education

Bachelor's degree

Tools

Series 6-63

Series 7-63

SIE

Job description

U.S. Bank seeks a Wealth Management Banker to deliver affluent client experiences and coordinate related services across mortgage, business banking, and trust offerings.

You will build and retain relationships with high-net-worth clients, provide financial planning insights, and ensure regulatory and licensing requirements are met. The role emphasizes proactive client engagement and collaboration with internal experts.