Affluent Wealth Manager: Client‑Centric Banking & Growth

Us Bank; Richmond (IN); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver an exceptional client experience and coordinate with mortgage, small business banking, and personal trust services to offer a full spectrum of products. The role focuses on developing and retaining relationships through proactive client contact and tailored financial guidance.

Requires NMLS registration (S.A.F.E. Act) and background/credit checks.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years in Wealth Management/private banking or senior 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 products and services.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Independent decision making

Communication

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver an exceptional client experience and coordinate with mortgage, small business banking, and personal trust services to offer a full spectrum of products. The role focuses on developing and retaining relationships through proactive client contact and tailored financial guidance.

Requires NMLS registration (S.A.F.E. Act) and background/credit checks.