Wealth Management Banker- West Chester
$86.36k - $101.6kU.S. Bank
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 Review our full benefits available by employment status here. 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: $86,360.00 - $101,600.00 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
...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...SuggestedTemporary workWork experience placementLocal area$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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...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...SuggestedPart time
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...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...SuggestedInternshipLocal area$19.47 - $23.56 per hour
...Consumer Banker The Consumer Banker will work with existing FFB clients and prospect for new FFB clients... ...to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Essential Functions/Responsibilities...SuggestedWork experience placementInternshipLocal area- JPMorgan Chase & Co. is seeking an Associate Banker in Olde West Chester, OH. The role involves providing exceptional client service and building lasting relationships. As an Associate Banker, you will greet clients, assist with transactions, and leverage technology to...Part time
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Senior Commercial Banking Relationship Manager page is loaded## Senior Commercial Banking Relationship Managerlocations: Ohio - West Chester - West Chester (45069)time type: Full timeposted on: Posted Todayjob requisition id: 37869**About Working at Commerce**Building a...Hourly payFull timeShift work- Huntington-Bank is seeking a Financial Relationship Banker in Olde West Chester, Ohio. This position emphasizes excellent customer service, building relationships, and identifying financial needs of consumers and businesses. Applicants should have a High School Diploma...
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...within PNC's Retail Branch organization, you will be based in West Chester, OH. PNC is an in-office company that fosters a collaborative... ...candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and...Full timePart timeWork experience placementWork at officeShift work$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- ...clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help... ..., balances cash drawer within balancing guidelines. Manage day to day duties for the branch teller line, including scheduling...Day shift
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...collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship...Full timeTemporary workPart timeWork experience placementWork at officeShift work- First Financial Bank in Hamilton, Ohio, is seeking a Consumer Banker IV to strengthen client relationships by onboarding new clients and servicing current ones. Key responsibilities include managing client accounts, compliance adherence, and engaging actively with clients...Hourly pay
$37.44k - $44k
A major financial institution is seeking a Full-Time Teller in West Chester, OH. This role focuses on delivering exceptional customer experiences, identifying banking opportunities, and adhering to operational procedures. Candidates do not require prior experience or a...Full time$18 - $20.19 per hour
...Consumer Banker The Consumer Banker will work with existing FFB clients and prospect for new FFB clients... ...to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Essential Functions/Responsibilities...InternshipLocal area- First Financial Bank is seeking a Consumer Banker III in Downtown Hamilton, Ohio. This role involves managing client relationships, achieving sales goals, and ensuring high customer service standards. You will support clients in their banking needs by offering personalized...
- Community Financial System, Inc. is looking for a Senior Teller to oversee branch service operations and assist less experienced tellers. You will perform transactions, balance cash, and prepare operational reports while providing excellent customer service. Ideal candidates...
$23.56 - $28.37 per hour
First Financial Bank in Mason, Ohio is seeking a dedicated retail banking professional to manage client accounts and ensure compliance with regulatory standards. The ideal candidate will have 3-4 years of banking experience and solid sales skills. This position offers...$23.56 - $28.37 per hour
...bring appropriate expertise. Ensure follow‑up calls are conducted within the proper time frame and maintain all operational and risk‑management standards. Assist clients to transact business via branch, drive‑thru, phone, and email. Model the way for peers and coworkers,...Work experience placementInternshipLocal area- ...Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer... ...in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship....
- ...a Teller Supervisor for our Peach Grove branch. Purpose of the Role As a Teller Supervisor you will support the assistant branch manager and branch manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly...Work experience placement
- ...and competitive advantage in the markets we serve. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...base through a variety of proactive sales and service activities; manage the customer experience by identifying opportunities to improve...Work experience placement
$41.25k - $68.75k
PNC is looking for a Personal Banker at its Indian Springs branch in Fairfield, OH. The role involves acquiring and deepening customer relationships through proactive sales and service activities. Successful candidates will have a customer-focused mindset and at least...$41.25k - $68.75k
PNC Financial Services Group, Inc. is looking for a Personal Banker for the Fairfield - Village Green Branch. This role involves acquiring... ...and service activities, improving customer experience and managing their financial wellbeing. The ideal candidate should have 3+ years...- PNC in Fairfield, OH is looking for a Personal Banker to enhance customer relationships and provide tailored banking solutions. This role emphasizes proactive sales, risk management, and delivering exceptional customer service. Successful candidates will have at least...
- PNC is seeking a Personal Banker in Fairfield, OH, responsible for acquiring and deepening the branch customer base through proactive sales. The ideal candidate will deliver an exceptional customer experience and collaborate with partners to enhance loyalty and revenue...
- ...Associate Banker We are hiring an Associate Banker to provide exceptional service to clients and support banking operations. Responsibilities Work as an individual contributor at a steady, even pace without great dependence on other team members to achieve your results...Flexible hours
$17 per hour
...A regional banking institution is seeking a part-time Teller to provide exceptional customer service and manage various financial transactions. This position involves assisting customers with account inquiries and ensuring compliance with banking regulations. Candidates...Part time$17 per hour
...As needed, purchase working money supply from Assistant Branch Manager/Branch Manager Count and verify currency. Relationship Management... ...departments like Commercial, Home Mortgage, and Trust and Wealth Management. Participate as part of various retail product campaigns...Part timeBank staffWork at officeNight shiftDay shift
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