Affluent Wealth Manager & Client Growth

Usbank; Sussex (WI); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Paid holidays

Disability insurance

Adoption assistance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker to deliver a full affluent client experience, coordinating across mortgage, small business banking, and trust services. You will develop and retain client relationships through proactive engagement and tailored wealth solutions.

The role requires NMLS registration, a solid background in wealth management, and strong relationship-building capabilities. Excellent communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven or more years of experience in Wealth Management private banking.
• 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

SIE license

Education

Bachelor's degree

Tools

Series 6-63

Series 7-63

Job description

U.S. Bank is seeking an experienced Wealth Management Banker to deliver a full affluent client experience, coordinating across mortgage, small business banking, and trust services. You will develop and retain client relationships through proactive engagement and tailored wealth solutions.

The role requires NMLS registration, a solid background in wealth management, and strong relationship-building capabilities. Excellent communication and analytical skills are essential.