Affluent Wealth Management Banker (NMLS)

US Bank; Redmond (OR); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, focusing on understanding client needs and goals to tailor wealth solutions.

The role requires NMLS registration under the SAFE Act and LICENSING (Series 6-63 or 7-63). You will collaborate with mortgage, small business banking and trust services to grow an affluent book of business.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years in Wealth Management or private banking and/or senior level financial services experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel on wealth banking solutions.
• Collaborate with mortgage, small business banking and personal trust services.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth discussions

Analytical skills

Decision making

Communication

Education

Bachelor's degree or equivalent

Tools

Series 6-63

Series 7-63

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, focusing on understanding client needs and goals to tailor wealth solutions.

The role requires NMLS registration under the SAFE Act and LICENSING (Series 6-63 or 7-63). You will collaborate with mortgage, small business banking and trust services to grow an affluent book of business.