Wealth Management Affluent Banker- Queen Anne, WA
$104.55k - $123kU.S. Bank
Job Opportunity At 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 atall 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:
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. Our benefits include the following:
- 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
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: $104,550.00 - $123,000.00
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 requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). 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 may be closed earlier due to high volume of applicants.
U.S. Bank- U.S. Bank is seeking a Wealth Management Banker in Kenmore, WA to enhance the affluent client experience. You will be responsible for managing and developing client relationships, ensuring collaboration across services to meet clients' needs effectively. The ideal candidate...Suggested
$117.73k - $138.5k
...Wealth Management Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...atall from Day One. The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience...SuggestedTemporary workWork experience placement- ...Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and... ....com. In this role, you will: Manage and grow a portfolio of low to... ...Ave S Ste 140, SEATTLE, WA 98108 Location disclaimer: Banker... ...Corporate and Investment Banking, and Wealth & Investment Management. Wells...SuggestedFull timeWork experience placementWork at officeImmediate start
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking... ...This role grows, deepens, and manages relationships with affluent customers and those with... ...with internal partners across Wealth, Home Lending, and Business... ..., SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows...SuggestedTemporary workWork experience placementImmediate start- ...Commercial Banking Officer - Bellevue, WA Regular Full-Time Loan Production Bellevue... ...variety of commercial loans; generating and managing a portfolio of business and corresponding... ..., coach, and motivate less experienced bankers to achieve the Bank’s loan goals. This position...SuggestedFull timeLocal areaFlexible hoursNight shiftAfternoon shift
$110k - $190k
...Job Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build...Full timeFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Banker in Seattle. This role is pivotal for affluent clients, managing their complete banking relationship through a proactive approach, ensuring the best products and services are offered. You will navigate complex client...
- ...Chase & Co. is seeking a Private Client Banker for the Wallingford Branch in Seattle, WA. In this role, you will be the primary contact for affluent customers, ensuring their complete... ...are met through proactive relationship management. Your responsibilities will include...Full time
- JPMorgan Chase & Co. in Seattle is seeking a Private Banker to join its U.S. Private Bank team. This role involves managing client relationships, advising on investments and financial strategies, and driving new client acquisition. Ideal candidates should have over 10...Bank staff
$160k - $210k
...Private Banker WA Kirkland, Washington • Onsite Industry: Financial Services... .... This is an opportunity to work with affluent individuals, business owners and trusted... ...delivering customized banking, lending and wealth management solutions backed by a collaborative...- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...Temporary workWork experience placementLocal area
- ...Private Client Banker You have a passion for taking care of our customers and employees and making... ...point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the...Immediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making... ...point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the...Immediate startAfternoon shift
$21.3 - $25 per hour
Cathay Bank seeks motivated individuals for customer service and new account management roles in Seattle, WA. Responsibilities include opening new accounts, cross-selling bank products, and resolving customer issues while ensuring regulatory compliance. Qualifications include...Hourly payFull time$134.28k - $164.12k
...Insurance Premium Finance Banker At U.S. Bank, we're on a journey to do our best.... ...Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management Community.... ...for retention, development and growth of affluent and/or high net worth IPF relationships...Temporary workWork experience placementLocal area- Heritage-Bank is hiring a Commercial Banking Officer in Bellevue, WA, to provide comprehensive banking services while developing client relationships and managing commercial loans. This role requires a strong business development focus and expertise in credit and lending...
$100k - $196k
...Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the... ...ID ~1300 SW 5th Ave., Portland, OR ~999 3rd Ave., Seattle, WA Pay Range Reflected is the base pay range offered for this...Work experience placementWork at office- JPMorgan Chase is seeking a Business Relationship Manager in Bellevue, WA. You will be responsible for managing a portfolio of business clients generating $1-5 million in revenue, providing tailored financial solutions to improve client experiences. Your role will include...
- ...Commercial Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as... ...innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be...
$140k - $185k
...complex Business Banking clients and prospects. Responsibilities Manages an extensive portfolio of complex clients and prospects with... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists...Work experience placementLocal areaShift workDay shift- ...Business Banking Relationship Manager A Business Banking Relationship Manager is responsible for developing a calling plan to maintain... ...other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officer's for...Work at office
- ...relationships and drive sales of banking products. This role is integral to customer satisfaction, engaging in outbound calls and managing existing accounts. The ideal candidate has 5+ years in banking, excels in sales, and is committed to providing exceptional experiences...
- ...Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant. Premier Client Relationship Consultants...
$140k - $185k
...increase overall client satisfaction. Responsibilities: Manages an extensive portfolio of complex clients and prospects with annual... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...Work at officeLocal areaShift workDay shift- JPMorgan Chase is seeking a Business Relationship Manager in Renton, WA to manage and improve the financial lives of business clients. You will build relationships and provide tailored banking solutions while focusing on client experience and risk management. Ideal candidates...
$20.82 per hour
...About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about... ...excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work- ...acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You will report to a CDB Banker and support all... ...commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base...Permanent employmentLocal areaNight shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...Afternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...Afternoon shift
- ...Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary... ...an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Affluent Banker- Queen Anne, WA. Be the first to apply!
- mortgage banker Seattle, WA
- phone banker Seattle, WA
- private bank associate Seattle, WA
- bankers life Seattle, WA
- corporate banking associate Seattle, WA
- business banker Seattle, WA
- change management executive Seattle, WA
- product management specialist Seattle, WA
- construction management full time Seattle, WA
- management development specialist Seattle, WA

