Affluent Wealth Manager & Relationship Banker

U.S. Bank; Strongsville (OH); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Parental leave

Job summary

U.S. Bank in Strongsville, OH seeks a Wealth Management Affluent Banker to deliver the full spectrum of bank products and services to affluent clients, building relationships and collaborating with mortgage, small business banking and personal trust teams.

The role requires ongoing client engagement, understanding needs and goals, providing expert wealth guidance, and maintaining compliance with licensing and regulatory requirements.

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.

Responsibilities

• Develop, manage, and retain affluent client relationships through proactive contact with assigned and prospective clients.
• Provide expert advice and counsel on affluent wealth banking client relationships, focusing on clients' needs and goals to recommend solutions.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products and services.
• Engage in wealth discussions with clients to drive growth in the book of business.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Analytical skills

Problem solving

Education

Bachelor's degree

Equivalent work experience

Job description

U.S. Bank in Strongsville, OH seeks a Wealth Management Affluent Banker to deliver the full spectrum of bank products and services to affluent clients, building relationships and collaborating with mortgage, small business banking and personal trust teams.

The role requires ongoing client engagement, understanding needs and goals, providing expert wealth guidance, and maintaining compliance with licensing and regulatory requirements.