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

Wealth Management Banker

U.S. Bancorp

Wealth Management Banker

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.

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

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Banker in Johnstown, CO vacancy
  • $91.44k - $111.76k

     ...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... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Johnstown, CO
    3 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed...  ..., making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and... 
    Suggested

    Chase

    Loveland, CO
    2 days ago
  •  ...Job Description Job Description Start a Rewarding Banking Career at Adams Bank & Trust! Hiring now for a Full-Time Personal Banker at our Berthoud Branch Signing bonus may apply   Adams Bank & Trust is a family-owned, regional bank with branches in Nebraska... 
    Suggested
    Full time
    Relocation package

    Adams Bank and Trust

    Berthoud, CO
    13 days ago
  • $43k - $75k

     ...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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Berthoud, CO
    4 days ago
  • $45.38k - $75.63k

     ...opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Branch Banking organization, you will be based in...  ...candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Loveland, CO
    3 days ago
  • $85.38k - $106.73k

     ...,725 + Commission A financial institution is seeking an experienced commercial lending professional to develop new business and manage an existing portfolio of commercial clients. Responsibilities: Grow and manage a commercial loan portfolio. Develop new business... 

    Devine Management Consulting

    Loveland, CO
    26 days ago
  • $21 - $25 per hour

    In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and servicing of deposit...
    Hourly pay
    16 hours
    Full time
    Traineeship
    Bank staff
    Local area
    Immediate start
    Flexible hours

    Bank of Colorado

    Loveland, CO
    1 day ago
  •  ...accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products. # Performs other related duties as assigned by management. # Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch... 
    Bank staff
    Flexible hours

    Pinnacle Bank/Bank of Colorado

    Loveland, CO
    27 days ago
  • $20.35 - $28.91 per hour

     ...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... 
    Hourly pay
    Temporary work
    Monday to Friday
    Flexible hours

    First Interstate

    Loveland, CO
    1 day ago
  • $19.25 - $25.95 per hour

     ...answering inquiries, informing clients of new services and product promotions, determining client needs, and directing clients to a banker. Utilizes 360View to record activities, incidents, and referrals to business partners and other lines of business. Processes... 
    Hourly pay
    Temporary work
    Monday to Friday
    Flexible hours
    Night shift

    First Interstate Bank

    Loveland, CO
    8 hours ago
  • $20 - $24 per hour

     ...your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Relationship Bankers build relationships with customers engaging them via multiple channels including in-person by appointment and virtually to provide... 
    Temporary work
    Part time
    Local area

    U.S. Bank

    Loveland, CO
    10 days ago
  •  ...embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...  ...satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Loveland, CO
    14 days ago

Do you want to receive more vacancies?

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