Wealth Management Banker

US Bank; Johnstown (CO); Presencial; USD 91.000 - 112.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Descripción de la vacante

U.S. Bank is seeking a Wealth Management Banker to deliver superior affluent client experiences.

You will develop, manage, and retain relationships across the wealth spectrum, coordinating with mortgage, small business banking and personal trust services to provide holistic solutions. The role requires a Bachelor's degree or equivalent, 5+ years in wealth management or senior financial services, and Series 6-63 or 7-63 licenses.

Formación

• Bachelor's degree or equivalent work experience.
• Five+ years of wealth management private banking or senior financial services experience.
• Series 6-63 or Series 7-63 licenses.

Responsabilidades

• Develop and retain affluent client relationships through proactive contact.
• Collaborate with mortgage, small business banking and personal trust services to deliver comprehensive solutions.
• Provide expert advice and counsel on affluent wealth banking relationships, tailoring recommendations to client needs.

Conocimientos

Relationship management

Sales

Business development

Financial planning

Wealth discussions

Analytical thinking

Independent decision making

Communication skills

Educación

Bachelor's degree or equivalent

Descripción del empleo

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic 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

Preferred Skills/Experience

• Strong relationship management, sales, and business development skills
• Moderate understanding of Wealth products and offerings
• Strong competency in Financial Planning
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Benefits:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $91,440.00 - 111,760.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requir