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

Wealth Management Affluent Banker

U.S. Bank

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 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.

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

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.

U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Affluent Banker in West Des Moines, IA vacancy
  •  ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier...  .... This role grows, deepens, and manages relationships with affluent customers and those with more...  ...collaboration with internal partners across Wealth, Home Lending, and Business Banking... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    West Des Moines, IA
    3 days ago
  •  ...increase overall client satisfaction. 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... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    West Des Moines, IA
    a month ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent...  ...relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit... 
    Suggested
    Work at office
    Remote work

    City National Bank

    Des Moines, IA
    3 days ago
  • $21 - $25 per hour

    Join our team as a Personal Banker at IHMVCU! At IHMVCU, our Personal Bankers help members navigate their financial journey through strong...  ..., policies and procedures. The other fun part? Sharing your wealth of knowledge and expertise with your fellow team members, being... 
    Suggested
    Work experience placement
    Live in
    Long distance
    Flexible hours

    IH Mississippi Valley Credit Union

    Des Moines, IA
    1 day ago
  • JPMorganChase in Des Moines is seeking a Relationship Banker to provide welcoming, knowledgeable service and help clients with financial needs using digital tools. You will acquire, manage, and retain client relationships, explain products, and work within risk and regulatory... 
    Suggested
    Weekend work
    Afternoon shift

    JPMorganChase

    Des Moines, IA
    2 days ago
  •  ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture...  ...and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Des Moines, IA
    3 days ago
  •  ...Unlock Your Future in the Mortgage Industry: Join Our Mortgage Banker Training Program! Do you have at least two or more years of...  ...fundamentals of mortgage banking and lending processes. Cultivate and manage client relationships, guiding them through the mortgage process.... 
    Remote job

    The Federal Savings Bank

    Des Moines, IA
    9 days ago
  • BMO Financial Group is seeking a customer-focused banking professional to guide walk-in customers, promote digital and self-serve options, and provide personalized banking and credit card guidance. The role emphasizes delivering a smooth, fast customer experience and collaborating...

    BMO Harris Bank

    Des Moines, IA
    1 day ago
  •  ...Job Description Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in...  ...holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines... 
    Night shift

    Bankers' Bank

    Urbandale, IA
    8 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel...  ...clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling... 
    Full time

    JPMorgan Chase

    Des Moines, IA
    3 days ago
  •  ...for the overall supervision of the teller team and ensuring a superior client experience. Teller Supervisor partner with the Branch Manager in directing activities within the branch to accomplish sales and service objectives to enhance client relationships. A Teller... 
    Bank staff
    Local area

    Bank Iowa

    Altoona, IA
    4 days ago
  • $41.5k - $54.5k

     ...Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member... 
    Part time
    Local area
    Day shift

    Bmo

    Des Moines, IA
    2 days ago
  • $41.71k - $65k

     ...application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    Des Moines, IA
    1 day ago
  • $38.92k - $57.24k

     ...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers...  ...competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Bank

    Clive, IA
    2 days ago
  • $21.75 - $25.25 per hour

     ...Bankers Trust Relationship Banker There are important qualities you look for in an employer meaningful work, community engagement...  ...to change Strong organizational, prioritization, and time management skills Flexible regarding working hours Deadline oriented... 
    Local area
    Monday to Friday
    Flexible hours
    Day shift

    Bankers Trust

    Des Moines, IA
    4 days ago
  •  ...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... 
    Immediate start
    Afternoon shift

    Chase

    West Des Moines, IA
    23 hours ago
  • $20.25 - $24.75 per hour

    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...
    Temporary work
    Relocation package

    U.S. Bank

    West Des Moines, IA
    1 day ago
  • $134.28k - $164.12k

     ...excel at—all from Day One.## **Job Description**The Relationship Manager (RM) is a VP-level role responsible for managing and growing a...  ...integrated client experience. This is a high‐impact role for a banker who thrives in a dynamic, relationship‐driven environment and... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Des Moines, IA
    23 hours ago
  • $42.12k - $51.48k

     ...things, learn new skills and discover what you excel at—all from Day One. Job Description Sign-On Bonus $1,500 Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide... 
    Full time
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    Des Moines, IA
    1 day ago
  • $42.12k - $51.48k

     ...things, learn new skills and discover what you excel at—all from Day One. Job Description Sign-On Bonus $1,500 Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide... 
    Full time
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    West Des Moines, IA
    1 day ago
  •  ...Description Job Description Description: TITLE: Senior Commercial Banker DEPARTMENT: 910 – Commercial Lending JOB SUMMARY:...  .... This role will formulate, execute business strategies, manage client relationships, and may mentor and manage a team of commercial... 
    Work at office
    Weekend work
    Afternoon shift

    Community State Bank

    Ankeny, IA
    a month ago
  •  ...Job Description Job Description Description: The Universal Banker position is part of the Bank’s Retail Department and reports...  ...cash assigned, received, and disbursed. Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for... 
    Work at office
    Weekend work

    Raccoon Valley Bank

    Grimes, IA
    a month ago
  •  ...Job Description Job Description Description: TITLE: Community Banker DEPARTMENT: Retail Banking JOB SUMMARY: The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but... 
    Work at office
    Night shift

    Community State Bank

    Des Moines, IA
    9 days ago
  •  ...QCR Holdings, Inc. in Ankeny, IA is seeking a Relationship Banker to develop, maintain, and expand client relationships in Retail Banking, delivering exceptional service and tailored financial solutions. You will assess client needs, promote deposit products, loans, and... 

    QCR Holdings

    Ankeny, IA
    2 days ago
  •  ...QCR Holdings, Inc. seeks a Relationship Banker to develop and deepen client relationships in Retail Banking. You will assess financial needs and recommend appropriate products, including loans, deposits, and electronic services, while ensuring excellent service. Responsibilities... 

    State Bank

    Ankeny, IA
    4 days ago
  • Job Description Job Description Vault Teller Full-Time Position Available Des Moines IA Rochester Armored Car, Premier Armored Services provider is a Team oriented, family-owned business that is looking to add qualified members to its Team. With Honesty and Integrity...
    Full time
    Work at office
    Monday to Friday
    Shift work

    Rochester Armored Car

    Des Moines, IA
    17 days ago
  •  ...Relationship Banker The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer...  ...cash handling experience. Experience in lending, sales or account management preferred. Excellent client service skills. Capability to... 
    Work at office

    Cedar Rapids Bank & Trust

    Altoona, IA
    1 day ago
  • QCR Holdings, Inc. in Altoona, IA seeks a Relationship Banker to build lasting client relationships, assess financial needs, and offer appropriate banking solutions. You will serve consumer and small business clients with exceptional service and deep product knowledge.... 

    State Bank

    Altoona, IA
    23 hours ago
  • $17.93 per hour

    Teller Service RepresentativeVeridian is looking for individuals to join our award-winning team. Start your journey and apply today.Part-Time: 30–35 hours per weekPay: $17.93 per hourFluency in Spanish speaking welcome. Earn $1.50 more per hour worked!Job DescriptionSummaryUnder...
    Hourly pay
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Veridian CU

    Des Moines, IA
    1 day ago
  •  ...answering inquiries, informing clients of new services and product promotions, determining client needs, and directing clients to a banker. Contributes to client service and overall bank success by welcoming new or different requests and collaborating with team... 

    First Interstate Bancsystem Inc

    Altoona, IA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Affluent Banker. Be the first to apply!