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

Wealth Management Banker NMLS 2

$92.82k - $109.2k

U.S. Bank

Job Description

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

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.

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.

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: $92,820.00 - $109,200.00

U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Banker NMLS 2 in Portland, OR vacancy
  • $98.28k - $120.12k

     ...what you excel atall from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall...  ...This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Tigard, OR
    21 days ago
  • $50 per hour

     ...Business Banking Relationship Managers (BBRMs) don’t just manage portfolios...  ...CardsPersonal Wealth and Advisory partnersCapital MarketsEquipment...  ...loan structures larger than $2.5MM and complex credit requestsBackground...  ...to the requirements of FINRA, NMLS registration, Reg Z, Reg G,... 
    Suggested
    Full time
    Local area
    Remote work
    Flexible hours
    Shift work
    3 days per week

    US Bank

    Portland, OR
    3 days ago
  • $41.5k - $60.5k

     ...Supports operational activities (e.g. inventory management, escalated service requests, following up...  ...Typically between 1 – 2 years of relevant experience and/or certification...  ...us for personal and commercial banking, wealth management and investment services. As... 
    Suggested
    Part time
    Local area
    Day shift

    Bmo

    Vancouver, WA
    3 days ago
  • $80k - $150k

     ...borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building...  ....Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Portland, OR
    4 days ago
  •  ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker...  ...Network. This role grows, deepens, and manages relationships with affluent customers and...  ...with internal partners across Wealth, Home Lending, and Business Banking to deliver... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lake Oswego, OR
    3 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees...  ...other customers in the Branch. You will manage their complete banking relationship across...  ...report, information available through NMLS, and any other information relevant to a... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Portland, OR
    1 day ago
  •  ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker...  ...Network. This role grows, deepens, and manages relationships with affluent customers and...  ...collaboration with internal partners across Wealth, Home Lending, and Business Banking to... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Portland, OR
    3 days ago
  • $96k - $181k

     ...SummaryBusiness Banking RMThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of...  ...and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen,... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Portland, OR
    1 day ago
  •  ...and businesses prosper. As a Business Banker at First Citizens Bank you will carry on...  ...Bankers are responsible for acquiring and managing a portfolio of business banking relationships...  ...solutions, Knowledge retail and wealth solutions referred, Business development,... 
    Work at office
    Immediate start

    First Citizens Bank

    Beaverton, OR
    36 minutes ago
  •  ...Relationship Banker (SAFE) Are you looking for more? Find it here....  ...makes it easier for customers to manage their banking with confidence....  ...collaboration with partners across Wealth, Home Lending, and Business...  ...Required Qualifications: ~2+ years of customer service experience... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Beaverton, OR
    2 days ago
  •  ...in the United States is hiring for a Business Banking relationship-focused role to grow small business client portfolios. You will manage the end-to-end client journey, deepen relationships, and drive sales opportunities in collaboration with partners such as Merchant... 

    Bank of America

    Vancouver, WA
    3 days ago
  • $78k - $125k

     ...About the Role: Serves as a Virtual Commercial Relationship Banker for new and existing Commercial banking clients with revenues between $1 million to $20 million. Effectively manage and maintain an existing commercial portfolio up to 250 relationships (defined by... 
    Local area

    Columbia Bank (WA, OR & ID)

    Lake Oswego, OR
    1 day ago
  •  ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our...  ...You will take a lead role in acquiring, managing, and retaining meaningful relationships...  ...report, information available through NMLS, and any other information relevant to a... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Portland, OR
    7 days ago
  •  ...U.S. Bank is seeking a Business Banking Relationship Manager to develop and manage relationships with business clients, assess their needs, and deliver tailored banking solutions. You will advise on products, analyze financials, and collaborate across teams to achieve... 
    3 days per week

    U.S. Bank

    Vancouver, WA
    5 days ago
  •  ...preparing for examinations. Key responsibilities for the Vice President of Banking Compliance include overseeing the Compliance Management System, providing guidance on deposit and lending activities, and leading the HMDA and CRA task forces. The role also involves owning... 

    Confidential

    Portland, OR
    1 day ago
  • $96k - $181k

     ...Washington The Business Banking RM serves as the relationship manager and financial advisor to clients, introducing a full range of...  ...relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen,... 
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Vancouver, WA
    4 days ago
  •  ...Chase in the United States is seeking a Senior Business Relationship Manager to deepen client relationships and provide financial advice to a portfolio of large business clients. As a BRM Deepening banker in Business Banking, you will manage clients with annual revenue... 

    JPMorganChase

    Vancouver, WA
    5 days ago
  • $111.6k - $136.4k

     ...Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their...  ...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... 
    Full time
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Gresham, OR
    22 days ago
  • $160k - $210k

     ...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private...  ...trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'... 

    Boutique Recruiting

    Portland, OR
    32 minutes ago
  • $20 - $26 per hour

     ...Personal BankerThe Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough...  ...to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.Be a part of a bank that invests in you... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Portland, OR
    4 days ago
  •  ...Personal BankerThe Personal Banker is responsible for winning new business and consumer...  ...foundational sales, service, and relationship management skills. This role combines sales with...  ...Preference is given to candidates who have 2 - 4 years' experience in banking,... 
    Work at office

    WaFd Bank

    Portland, OR
    4 days ago
  •  ...skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers by meeting face to face and...  .... This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation... 

    U.S. Bank

    Vancouver, WA
    4 days ago
  •  ...Columbia Bank is seeking a Personal Banker in Tigard, OR to deliver exceptional client experiences by assisting with accounts, loans,...  ...diploma, at least 1 year banking experience, cash handling skills, and the ability to obtain an NMLS within 60 days. #J-18808-Ljbffr

    Columbia Banking System

    Tigard, OR
    3 days ago
  • $43k - $75k

     ...requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and...  ...and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Portland, OR
    12 hours ago
  • $25.49 - $31.15 per hour

     ...Location: 15900 SW 116th Ave, Tigard, OR 97224 Relationship Bankers build relationships with customers, engaging them via multiple...  ...accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and... 
    Temporary work
    Local area

    U.S. Bank

    Tigard, OR
    4 days ago
  • $21 - $26 per hour

     ...experience and serve our clients with operational excellence and accuracy. 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... 
    Full time
    Contract work
    Temporary work
    Local area

    U.S. Bank

    Gresham, OR
    21 days ago
  • $25.49 - $31.15 per hour

     ...Location: 7755 SW Nyberg Rd. Tualatin, Oregon 97062 Relationship Bankers build relationships with customers, engaging them via multiple...  .... This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and... 
    Temporary work
    Local area

    U.S. Bank

    Tualatin, OR
    3 days ago
  •  ...U.S. Bank is seeking a Client Relationship Consultant 3 (Banker) in Gresham, OR. The role focuses on building trusted relationships with...  ...to open accounts and process transactions while maintaining compliance with NMLS requirements and bank policies. #J-18808-Ljbffr

    U.S. Bank

    Gresham, OR
    5 days ago
  •  ...Relationship 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...  .... This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation... 
    Temporary work

    U.S. Bancorp

    Vancouver, WA
    4 days ago
  •  ...Chase in Beaverton, OR is seeking a Part-time Associate Banker for 30 hours per week. The role focuses on delivering warm, personalized service and helping clients meet their financial goals through everyday banking solutions. You will greet clients, process transactions... 
    Part time

    Testing Site - JPMC

    Beaverton, OR
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Banker NMLS 2. Be the first to apply!