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- ...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...SuggestedTemporary workWork experience placementImmediate start
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...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...SuggestedWork at officeRemote work
$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...SuggestedWork experience placementLive inLong distanceFlexible hours- 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...SuggestedWeekend workAfternoon shift
- ...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 startAfternoon shift
- ...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
- 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...
- ...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
- ...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
- ...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 staffLocal area
$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 timeLocal areaDay shift$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 timeLocal areaImmediate startDay shift$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 areaFlexible hoursAfternoon shift$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 areaMonday to FridayFlexible hoursDay 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...Immediate startAfternoon shift
$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 workRelocation package$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 workWork experience placementLocal area$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 timeTemporary workLocal areaRelocation package$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 timeTemporary workLocal areaRelocation package- ...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 officeWeekend workAfternoon shift
- ...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 officeWeekend work
- ...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 officeNight shift
- ...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, 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...
- 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 timeWork at officeMonday to FridayShift work
- ...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
- 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....
$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 payPart timeWork experience placementWork at officeLocal areaFlexible hours- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Affluent Banker. Be the first to apply!
- junior asset management West Des Moines, IA
- creed management West Des Moines, IA
- utilization management nurse West Des Moines, IA
- management team West Des Moines, IA
- construction management part time West Des Moines, IA
- priority management West Des Moines, IA
- asset management intern West Des Moines, IA
- hotel management trainee West Des Moines, IA
- construction management trainee West Des Moines, IA
- identity & access management West Des Moines, IA



