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

Wealth Management Banker- West Chester

$86.36k - $101.6k

U.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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Banker- West Chester in West Chester, Butler County, OH vacancy
  • PNC is seeking a Personal Banker in Olde West Chester, OH to enhance customer relationships and drive sales. The role involves acquiring a robust customer base, performing proactive sales activities, and delivering tailored financial solutions. Candidates should have a... 
    Suggested

    PNC

    West Chester, Butler County, OH
    2 days ago
  • A regional bank in Ohio is seeking a Personal Banker Associate I to build strong customer relationships and provide tailored financial solutions. The candidate will utilize a consultative sales approach to identify customer needs and enhance overall satisfaction while... 
    Suggested

    Fifth Third

    West Chester, Butler County, OH
    1 day ago
  • $66k - $87.5k

    A regional financial institution in Hamilton, OH, is seeking a Preferred Banker II to build and manage client relationships. You will develop personalized financial plans, ensure clients receive comprehensive banking and investment solutions, and actively engage in community... 
    Suggested

    First Financial Bank

    Hamilton, OH
    1 day ago
  •  ...Fifth Third Bank Personal Banker Associate I - Cox Road Make banking a Fifth Third...  ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all...  ...required for various classroom training sessions. Location -- West Chester, Ohio 45069... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    West Chester, Butler County, OH
    1 day ago
  • $173.8k - $206.25k

    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... 
    Suggested
    Hourly pay
    Full time
    Shift work

    Mercantil Commerce Bank

    West Chester, Butler County, OH
    3 days ago
  • $44.72k - $57.5k

     ...Personal Banker At PNC, our people are our greatest differentiator and competitive...  ...Branch organization, you will be based in West Chester, OH. PNC is an in-office company that fosters...  ...connect with their recruiter and hiring manager to discuss workplace expectations and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    West Chester, Butler County, OH
    4 days ago
  •  ...Commerce Bank Senior Commercial Banking Relationship Manager Building a career here is more than just steps on a ladder. It's about...  ...and voluntary supplemental benefits. Location: 9078 Union Centre Blvd, West Chester, Ohio 45069 Time Type: Full time Commerce Bank
    Hourly pay
    Full time

    Commerce Bank

    West Chester, Butler County, OH
    14 hours ago
  • $66k - $87.5k

    Preferred Banker II (Downtown Hamilton) page is loaded## Preferred Banker II (Downtown Hamilton...  ...relationship lead, especially within the Wealth and Investment Division (i.e. Yellow...  ...Functions/Responsibilities*** Actively manages client relationships acting as the first... 
    Internship
    Work at office
    Local area

    First Financial Bank

    Hamilton, OH
    1 day ago
  •  ...Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program...  ...Center or Bank Mart as directed by the Financial Center Manager. Keep up‑to‑date on Retail procedures in place to mitigate fraudulent... 
    Work experience placement
    Work at office

    Fifth Third Bank

    Fairfield, OH
    1 day ago
  • A prominent banking institution is seeking a Personal Banker II in Fairfield, Ohio. The position emphasizes sales development and relationship building. Candidates will sell a range of banking services and conduct financial reviews to meet customer needs. Experience in... 
    Full time

    Fifth Third

    Fairfield, OH
    4 days ago
  •  ...business partner for a consultative conversation; Collaborate with Financial Center Manager to ensure all monthly cash counts are completed; Perform daily office responsibilities with CSR and Bankers to maintain efficient operation; Referrals: identify customer needs and refer... 
    Full time
    Work at office

    Fifth Third

    Fairfield, OH
    1 day ago
  •  ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL...  ...Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office. •... 
    Full time
    Work at office

    Fifth Third Bank, N.A.

    Fairfield, OH
    3 days ago
  • $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

    PNC

    West Chester, Butler County, OH
    4 days ago
  • $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 time
    Temporary work
    Part time
    Work experience placement

    PNC

    West Chester, Butler County, OH
    4 days ago
  • $40.04k - $47.5k

     ...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Branch organization, you will be...  ...or participate in STEM OPT for this position. Job Description Manages the customer experience by identifying opportunities to improve... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Mason, OH
    14 hours ago
  • * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer... 

    PNC Financial Services Group, Inc.

    Hamilton, OH
    14 hours ago
  • Join Fifth Third Bank as a Float Personal Banker Associate I in Fairfield, OH. This role focuses on providing excellent customer service, managing daily transactions, and addressing customer inquiries while adhering to policies for a positive experience. Key responsibilities... 

    Fifth Third

    Fairfield, OH
    4 days ago
  • $50 - $60 per hour

     ...Universal Banker – DataAnnotation We are looking for an Universal Banker to join our team to train AI models. You will measure the...  ...not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part... 
    Hourly pay
    Full time
    Contract work
    Part time
    Remote work

    DataAnnotation

    Wyoming, OH
    1 day ago
  •  ...Regional Banker/Teller At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are...  ...candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and... 
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Middletown, OH
    14 hours ago
  •  ...for this role, we invite you to apply. Consumer Banker will work with existing FFB clients and prospect...  ...to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Essential Functions/Responsibilities Perform... 
    Full time
    Work experience placement
    Local area

    First Financial Bank

    West Chester, Butler County, OH
    9 hours ago
  •  ...Personal Banker II - Northwest Cincinnati Make banking a Fifth Third better We connect great people to great opportunities. Are you...  ..., achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Fairfield, OH
    14 hours ago
  •  ...banking at Fifth Third Bank. General Function The Personal Banker I position will provide an exceptional customer experience by...  ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential... 
    Work at office

    Fifth Third Bancorp

    Hamilton, OH
    14 hours ago
  •  ...deepen relationships. Responsibilities include driving sales through customer engagement, educating clients on financial options, and managing risks according to company policies. The ideal candidate will demonstrate strong service skills and the ability to identify... 

    PNC Financial Services Group, Inc.

    Hamilton, OH
    14 hours ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...  ...and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Fairfield, OH
    1 day ago
  • Fifth Third Bank in Fairfield, Ohio seeks a Retail Personal Banker I. The role involves engaging with customers to identify financial needs through consultative sales techniques. You will build strong customer relationships, recommend appropriate financial products, and... 

    Fifth Third Bank

    Fairfield, OH
    1 day ago
  • A financial services institution in Fairfield, Ohio seeks a Personal Banker Associate to drive customer engagement and relationships. Responsibilities include using a consultative sales approach to identify customer needs, collaborating with business partners for holistic... 
    Full time

    Fifth Third

    Fairfield, OH
    3 days ago
  • About Our Position The Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of...  ...Effective communication skills (oral and written) Excellent Time management Attention to detail Telhio applicants must be able to pass a... 
    Full time
    Local area
    Immediate start
    Monday to Friday

    Telhio Credit Union

    Fairfield, OH
    14 hours ago
  • ## Float Personal Banker Associate IApplylocations: Fairfield, OHtime type: Full timeposted on: Posted Todaytime left to apply: End Date...  ..., achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.ESSENTIAL DUTIES... 
    Work at office

    Fifth Third

    Fairfield, OH
    4 days ago
  • $40.04k - $47.5k

    PNC in Mason, OH, is hiring a Regional Banker/Teller to enhance customer experiences and drive sales through proactive engagement. Successful candidates will manage customer relationships, applying product knowledge to foster loyalty and educate clients. No degree is required... 

    PNC

    Mason, OH
    1 day ago
  •  ...Part Time Relationship Banker LCNB National Bank is seeking a part-time Relationship Banker to join our Middletown branch operations department. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing... 
    Part time
    Work at office

    LCNB National Bank

    Middletown, OH
    3 days ago

Do you want to receive more vacancies?

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