Senior Wealth Management Banker

U.S. Bank; Salinas (CA); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in Salinas, CA seeks a Wealth Management Banker to deliver affluent client experiences by coordinating across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain client relationships with proactive outreach and expert wealth guidance. Ideal candidates hold a bachelor's degree with 5+ years in wealth management or private banking, and Series 6-63 or 7-63 licenses, plus strong sales, advisory, and communication skills.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Five+ years of Wealth Management/private banking experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Deliver affluent client experience and coordinate across related services.
• Develop, manage and retain client relationships with proactive contact.
• Provide expert wealth guidance aligned to client goals and needs.
• Collaborate with mortgage, small business banking and personal trust teams.

Skills

Relationship mgmt

Sales

Financial planning

Wealth discussions

Analytical skills

Decision making

Communication skills

Licenses (Series 6-63/7-63)

Education

Bachelor's degree

Job description

U.S. Bank in Salinas, CA seeks a Wealth Management Banker to deliver affluent client experiences by coordinating across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain client relationships with proactive outreach and expert wealth guidance. Ideal candidates hold a bachelor's degree with 5+ years in wealth management or private banking, and Series 6-63 or 7-63 licenses, plus strong sales, advisory, and communication skills.