Affluent Wealth Manager & Client Strategy Expert

Us Bank; Mayfield Heights, Northern (OH, KY); Hybrid; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability coverage (short-term/long-

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an Wealth Management Banker to oversee affluent client experiences, coordinating with mortgage, small business banking and trust services to deliver comprehensive financial solutions.

The role focuses on developing, managing and retaining relationships through proactive client contact and expert wealth guidance. The position requires NMLS registration under the SAFE Act and Regulation Z, with a background and credit check.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience.
• Series 6-63 or Series 7-63 licenses.
• Ability to engage in wealth discussions with clients to drive book of business.

Responsibilities

• Developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
• Provide expert advice and counsel in the area of affluent wealth banking client relationships by focusing on understanding clients’ needs and goals.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products and services.

Skills

Relationship management

Sales

Business development

Communication skills

Analytical thinking

Decision making

Presentation skills

Education

Bachelor's degree or equivalent work experience

Tools

Series 6-63 licenses

Series 7-63 licenses

Job description

U.S. Bank seeks an Wealth Management Banker to oversee affluent client experiences, coordinating with mortgage, small business banking and trust services to deliver comprehensive financial solutions.

The role focuses on developing, managing and retaining relationships through proactive client contact and expert wealth guidance. The position requires NMLS registration under the SAFE Act and Regulation Z, with a background and credit check.