Wealth Management Banker- West Chester
$91.44k - $111.76kUs 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 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 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 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. #J-18808-Ljbffr Us Bank
$86.36k - $101.6k
...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...SuggestedTemporary workWork experience placement$63.75k - $106.25k
Position Overview As a Premier Client Banker within PNC's Wealth Management organization, you will be based in West Chester, OH. Our people are our greatest differentiator, and we work together to deliver the best experience for our customers while fostering an inclusive...SuggestedFull timeTemporary workWork experience placementWork at office- PNC West Chester, OH seeks a Premier Client Banker to grow Mass Affluent relationships through proactive outreach, onboarding, and ongoing servicing. You will collaborate with ecosystem partners to deliver tailored financial wellness solutions and maximize client value...SuggestedFull time
- ...Kemba Credit Union Job Opportunity Kemba Credit Union is a not-for-profit organization based out of West Chester, OH. Voted as a Top Workplace in the Cincinnati regions since 2019 and recognized as a Top Workplace in the United States by USA Today in 2022, 2024, and 2...SuggestedFull timeTemporary workSecond jobShift work
$91.44k - $111.76k
...from Day One.Job DescriptionOur Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their... ...and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: West Chester, OHType: Full timeSuggestedFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$86.36k - $101.6k
U.S. Bank is hiring a Business Banking Relationship Manager in Olde West Chester, Ohio. In this role, you will build and manage client relationships while helping businesses achieve their financial goals. You will actively acquire new clients and deliver tailored financial...Work at office3 days per week$63.75k - $106.25k
...valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in West Chester, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive...Full timeTemporary workPart timeWork experience placementWork at office- A leading financial institution in Cincinnati is seeking a Private Banker to manage client portfolios and develop new business. You'll leverage your expertise in investments and financial planning to advise clients effectively. Ideal candidates will have over six years...
$18 - $20.67 per hour
...Consumer Banker We do the right things, right now. We do them in a way that is relevant to our clients... ...to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Essential Functions/Responsibilities Perform...InternshipLocal area$131k - $206.25k
...Commercial Banking Relationship Manager Apply ( locations Ohio - West Chester - West Chester (45069) time type Full time posted on Posted 30 Days Ago job requisition id 37869 About Working at Commerce Building a career here is more than just...Hourly payFull timeShift work$41.25k - $68.75k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in West Chester, OH. PNC is an in-office company that... ...to connect with their recruiter and hiring manager to discuss workplace expectations and confirm...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Relationship Banker West Chester, Ohio;Middletown, Ohio; West Chester, Ohio To proceed with your application, you must be at least 18... ...with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker West Chester, Ohio;Middletown, Ohio; West Chester, Ohio **To proceed with your application, you must be at least 18 years... ...with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
$134.28k - $164.12k
...Job Description Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit...Temporary workWork experience placementLocal area
$41.25k - $68.75k
PNC is seeking a Personal Banker in Olde West Chester, OH, where you will enhance customer relationships and drive sales. Your leadership will... ...and solution delivery, while adhering to established risk management policies. This role requires strong banking knowledge and...- ...Float Personal Banker Associate I - Cincinnati West Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL...Work at office
$14.42 - $24.04 per hour
...within PNC's Retail Branch organization, you will be based in West Chester, OH at the Cincinnati-Dayton Rd branch. PNC is an in-office... ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role...Full timePart timeWork experience placementWork at office$37.44k - $44k
...Cincinnati Region Branch Banking organization, you will be based in West Chester, OH. Job Description Delivers a unique customer experience... ...to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources...Full timeTemporary workPart timeWork experience placement- ...Part Time Universal Banker Provide timely and efficient completion of client transactions while maintaining accurate records and... ...assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities...Full timePart timeWork at officeNight shiftWeekend work
- ...involves providing strategic direction, leadership, and oversight of the company's various banking divisions, including retail, wealth management, insurance, and commercial banking. The successful candidate will ensure that all business lines are in alignment with the...
- Overview Consumer Banker will work with existing FFB clients and prospect for new clients to deepen client... ..., to internal partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Responsibilities Open and maintain accounts, run...Local area
$86.36k - $101.6k
...Business Banking Relationship Manager 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...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$86.36k - $101.6k
...new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- A financial services company in Cincinnati is seeking a Universal Banker to provide exceptional customer service and assist with various banking transactions. The role requires 2-4 years of banking experience, strong customer service skills, and proficiency in MS Office...
$33.75k - $56.25k
...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Branch organization, you will be... ...in Mason, OH at the Deerfield Township Branch. Job Description Manages the customer experience by identifying opportunities to improve...Full timeTemporary workWork experience placementWork at office- ...Teller Retail Banker II-074080 Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned...Full timeLocal area
- Client Relationship Consultant 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...Temporary work
- PNC's West Chester, OH branch is seeking a Part Time Teller to deliver a trusted customer experience and support financial wellbeing. Based in Cincinnati-Dayton Rd, you will handle a variety of teller interactions, educate customers on options, and refer opportunities...Part timeWork at office
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