Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Advanced Practice Wealth Banker - Columbus and West Cleveland

$118.17k - $144.43k

U.S. Bank

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 Advance Practice Banker (APB) is responsible for developing, managing, and retaining full-service relationships with Advanced Practice banking clients. Provides advice, counsel, and high-level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Basic Qualifications Typically has a Bachelor’s degree and over eight years of experience in Wealth Management Private Banking Series 6-63 or Series 7-63 licenses Preferred Skills/Experience Master’s degree preferred Additional professional designations, such AWMA, or CFP Advanced competency in Financial Planning, with a significant understanding of Wealth Products and offerings Demonstrated expertise in ability to engage in wealth discussions with clients to drive significant increase in book of business, establishment of significant Centers of Influence both internally and externally to drive revenue Benefits Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. 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. 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. Equal Opportunity Employer 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. Salary 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: $118,170.00 - 144,430.00 Background Checks 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 requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). Additional Regulatory Requirements In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting Posting may be closed earlier due to high volume of applicants. 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Advanced Practice Wealth Banker - Columbus and West Cleveland in Rocky River, OH vacancy
  • $96k - $181k

     ...maintains an in-depth knowledge of financial wealth management services and products as well...  ...centric approachDemonstrated strong or advanced knowledge of Investments, Trust and...  ...Intelligence: Identifies relevant EI components, practices, benefits, and development venues and... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Westlake, OH
    14 hours ago
  • $43.68k - $69.9k

     ...are intended to become a Retail Personal Banker I after completing a 9 week on-boarding...  ...be able to demonstrate understanding of advanced math functions that will allow for analysis...  ...-TM1 Personal Banker I - Kinsman Rd Cleveland Total Base Pay Range 43,680.00 - 69,9... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third

    Cleveland, OH
    3 days ago
  • $90k - $110k

     ...timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business...  ...America)Hours Per Week: 40Pay Transparency detailsUS - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)Pay and benefits... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Day shift

    Bank of America

    Cleveland, OH
    6 days ago
  •  ...Location 11010 Clifton Blvd. Cleveland, Ohio. 44102. Join our team. Make...  ...Title Senior Relationship Banker Business Unit Retail Reports to...  ...its affiliates to employ and advance in employment all persons regardless...  ...Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North... 
    Suggested
    Work at office
    Shift work
    Night shift

    First National Bank Of Pennsylvania

    Lakewood, OH
    1 day ago
  • $20 - $27.89 per hour

    Associate Relationship Banker, University Circle, Cleveland, OH Base pay range: $20.00/hr - $27.89/hr Job Description At Chase, we are passionate...  ...accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorganChase

    Cleveland, OH
    4 days ago
  • TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses... 

    Aumni

    Cleveland, OH
    4 days ago
  • $96k - $181k

     ...maintains an in-depth knowledge of financial wealth management services and products as well...  ...approach* Demonstrated strong or advanced knowledge of Investments, Trust and Credit...  ...Intelligence: Identifies relevant EI components, practices, benefits, and development venues and... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Westlake, OH
    2 days ago
  • $38.52k - $57.78k

     ...purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch...  ...this date. Benefits | SouthState Careers Work Location: 935 N. Cleveland Ave. Loveland, Colorado 80537 Equal Opportunity Employer,... 
    Temporary work

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Cleveland, OH
    1 day ago
  • PNC is seeking a Regional Banker/Teller based in Cleveland, OH to help customers improve their financial well‑being through attentive service and thoughtful product recommendations. This in‑office role emphasizes delivering an exceptional customer experience and building... 
    Work at office

    PNC

    Cleveland, OH
    14 hours ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel...  ...reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability... 
    Local area

    JPMorgan Chase

    Cleveland, OH
    1 day ago
  • $33.75k - $56.25k

     ...contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Branch organization, you will be based in Cleveland, OH. PNC is an in‑office company that...  ...how PNC may use or disclose your personal information in hiring practices. #J-18808-Ljbffr PNC
    Full time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cleveland, OH
    14 hours ago
  • $33.75k - $56.25k

     ...Regional Banker/Teller At PNC, our people are our greatest differentiator and competitive...  ...organization, you will be based in Cleveland, OH. PNC is an in-office company that fosters...  ...- Knowledgeable of the values and practices that align customer needs and satisfaction... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cleveland, OH
    2 days ago
  •  ...Bilingual Teller Retail Banker II - 074526 Take the next step toward your new career...  ...base that you develop will prepare you for advancement opportunities and a robust career in...  ...Branch Banking Primary Location Ohio-Cleveland Schedule Full-time Work... 
    Hourly pay
    Full time
    Local area

    Woodforest National Bank

    Cleveland, OH
    3 days ago
  • $25 per hour

     ...Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote...  .... You'll collaborate with partners in Wealth Management, Mortgage and Business...  ...(Citizens) provide equal employment and advancement opportunities to all colleagues and applicants... 
    Local area
    Afternoon shift

    Citizens Bank

    Middleburg Heights, OH
    14 hours ago
  •  ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...  ...reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Cleveland, OH
    3 days ago
  • KeyCorp's Private Client Banker position in Westlake, OH focuses on delivering plan-based financial advice and managing client relationships with up to $2M in investable assets. You will assess client needs, document data, and refer suitable products across Retail, Investment... 

    KeyCorp

    Westlake, OH
    2 days ago
  • $170k - $225k

     ...the next level. As a Private Banker in the U.S. Private Bank, you...  ...preserving and managing their wealth. You will use your knowledge...  ...applicants' and employees' religious practices and beliefs, as well as...  ...Base Pay/Salary Cleveland,OH $170,000.00 - $225,000.00... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Cleveland, OH
    1 day ago
  • $41.25k - $68.75k

     ...OH - Cleveland (44114) Full time R225438 Position Overview At PNC, our people are our greatest differentiator and competitive...  ...to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cleveland, OH
    4 days ago
  • $147.25k - $225k

     ...ongoing relationships. Multinational bankers work closely with product...  ...applicants' and employees' religious practices and beliefs, as well as mental...  .../Veterans Base Pay/Salary Cleveland,OH $147,250.00 - $225,000.00 / year; Columbus,OH $147,250.00 - $225,000.00 / year... 
    Flexible hours

    Fairygodboss

    Cleveland, OH
    2 days ago
  • Description Position Summary: The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal...  ...products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives... 
    Night shift

    First Federal Lakewood

    Lakewood, OH
    3 days ago
  •  ...Federal Savings Bank is seeking an entry-level Junior Mortgage Banker in Cleveland, OH. This full-time role includes paid hands-on training, a...  ...calls to warm leads, manage CRM leads, and work toward advancing to a Mortgage Banker role while meeting sales targets. #J-1... 
    Full time

    The Federal Savings Bank

    Cleveland, OH
    2 days ago
  •  ...financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company's managers, vice presidents, and corporate executives started out in the... 

    Loomis US

    Cleveland, OH
    5 days ago
  • $41.25k - $68.75k

     ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's [name of division] organization, you will be based...  ...to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Lakewood, OH
    1 day ago
  • $43.68k - $67.7k

    ## Lead CSR/Teller - Reservoir Place, Cleveland, OH - Full-TimeApplylocations: Cleveland, OHtime type: Full timeposted on: Posted Todaytime...  ...daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office.• Maintain a... 
    Full time
    Work at office

    Fifth Third

    Cleveland, OH
    2 days ago
  • $150k - $185k

    Location: New York, Cleveland, Cleveland At EY, we’re all in to shape your future with confidence...  ...Banking Associate in the Healthcare practice, you will be a vital member of the team...  ...You'll be focused on supporting senior bankers with developing client deliverables... 
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY-Parthenon

    Cleveland, OH
    4 days ago
  • First National Bank Of Pennsylvania in Cleveland is seeking a Senior Relationship Banker to execute traditional consumer banking asks, manage branch leads, and handle customer transactions while driving sales and referrals. You will work with the retail team across locations... 

    First National Bank Of Pennsylvania

    Lakewood, OH
    1 day ago
  • $71.1k - $145.9k

     ...working relationships with peers and senior bankers in the Corporate & Investment Bank and...  ...Excel and PowerPoint. Required Skills Advanced analytical and quantitative skills; ability...  ..., and modeling/presentation best practices. Risk & Compliance Mindset: Anticipate and... 
    Shift work

    Fifth Third Bank

    Cleveland, OH
    2 days ago
  • $82.1k - $172.5k

     ...working relationships with peers and senior bankers in Corporate & Investment Bank and the...  ..., or a related field; MBA or relevant advanced degree/certification (e.g., CFA) preferred...  ...moments, and role-modeling of best practices. Risk Management: Proactively identify... 
    Shift work

    Fifth Third Bank

    Cleveland, OH
    2 days ago
  • $80k - $150k

     ...organizations and to demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Westlake, OH
    1 day ago
  •  ...embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture...  ...reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability... 
    Immediate start
    Afternoon shift

    JPMorgan Chase Bank, N.A.

    Lakewood, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advanced Practice Wealth Banker - Columbus and West Cleveland. Be the first to apply!