Affluent Wealth Manager & Relationship Builder

U.S. Bank; Modesto (CA); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement 

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to manage the overall affluent client experience and deliver the full spectrum of U.S. Bank products and services.

You will develop, manage, and retain client relationships through proactive contact with assigned and prospective clients. In this role you will prospect leads, meet with affluent clients to assess needs, determine suitable products, and collaborate with Advisors and CBB teammates to drive growth and service

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

• Prospect and call leads
• Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate each client's unique situation
• Determine which financial products are suitable for the client's unique circumstances now and in the future
• Facilitate the delivery of strategies and capabilities including lending, deposits, and purchasing power
• Work to grow the Affluent client base and increase revenue by ensuring client service matrix is consistently utilized for each client and proactively identifying new clients
• Partner with Advisor as a teammate
• Collaborate with CBB teammates to identify and refer potential affluent prospects
• Refer and partner with other financial services within U.S. Bank channels, as appropriate

Skills

Relationship management

Sales

Business development

Financial planning

Communication

Education

Bachelor's degree, or equivalent work experience

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to manage the overall affluent client experience and deliver the full spectrum of U.S. Bank products and services.

You will develop, manage, and retain client relationships through proactive contact with assigned and prospective clients. In this role you will prospect leads, meet with affluent clients to assess needs, determine suitable products, and collaborate with Advisors and CBB teammates to drive growth and service