Wealth Management Banker - San Diego, CA
$104.13k - $127.27kU.S. Bank
Wealth Management BankerAt 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.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 - Series 6-63 or Series 7-63 licensesPreferred 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 skillsThis 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.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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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: $104,130.00 - 127,270.00
$104.13k - $127.27k
...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- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...SuggestedImmediate startAfternoon shift
- ...East West Bank in San Diego is seeking an Associate Banker to deliver high-touch, relationship-based banking across customer touchpoints. You... ...guide them to the right products, and connect them to Wealth Management, Mortgage and Commercial teams for specialized...Suggested
- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At... ...services, and digital tools to help them manage their finances with confidence. You will... ...~3505 Sports Arena Blvd., Suite B, San Diego, CA 92110 ~1205 Rosecrans Street, San Diego...SuggestedWork experience placementFlexible hours
- ...Relationship Banker - San Diego South San Ysidro, California;Chula Vista, California; Chula Vista, California; San Diego, California; Chula... ...with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$158.01k - $268.64k
## Sr. Portfolio BankerApply: San Diego, CA: Full time: Posted Today: R161954**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s...Full timeH1bWorldwideFlexible hours$27.22 - $33.26 per hour
...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... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company,...Immediate startAfternoon shift
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...Immediate startAfternoon shift
$73k - $98k
...product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in...Temporary workWork experience placement$27.22 - $33.26 per hour
...Relationship Banker Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers...Temporary work$140k - $195k
...Popular is seeking a Commercial Relationship Officer in San Diego, CA to manage community associations. This role emphasizes building and maintaining client relationships while promoting banking solutions to meet client needs. Candidate must have a Bachelor's degree and...Remote work- ...Business Banking Relationship Management Manager (LO) At Wells Fargo, we are looking for... ...Manage and develop a team of business bankers with a focus on customer relationship development... ...Posting Location: ~401 B St San Diego, CA 92101 Pay Range Reflected is the...Work experience placementWork at office
$25 - $26.77 per hour
...and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$22 - $25 per hour
...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 smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...- ...and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
$56k - $58k
...@ Dexian | Full Recruitment Lifecycle Management Enthusiast Senior Universal Banker III Duration: Full time permanent Location... ...for “Business Banker” roles. La Mesa, CA $45,000.00-$100,000.00 2 weeks ago Fiduciary Advisor - San Diego, CA - 200k (base and bonus) Experienced...Permanent employmentFull timeInternship$22 - $23.5 per hour
...Senior TellerOn-Site | San Diego, CACompensation: $22.00 - $23.50 an hour, plus incentivesActual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by...Part timeWork at office- ...Unarmed Bank Security OfficerSan Diego, CA 92122OverviewSalary Range $19.75 - $21.00 Hourly Position Type Full Time Job Shift Day Category... ...over 25,000 security officer personnel world-wide, trained and managed by a team of professionals with unsurpassed military, law...Hourly payFull timePart timeFlexible hoursShift work
- ...Armed Bank Security OfficerSan Diego, CA 92109OverviewSalary Range $22.00 - $24.00 Hourly Category FieldDescriptionPassion: Joining the... ...of age.Possess courteous behavior and ability to interact and manage contact with the general public.Be eligible to work in the United...Hourly payLocal area
- ...Mission Federal Credit Union in San Diego, CA is seeking a part-time Senior Teller to deliver member-focused service on-site. You will process a variety of transactions and foster relationships in a fast-paced environment. This role includes opening accounts, educating...Part time
$23 - $26 per hour
...Relationship Banker On-Site | San Diego, CA Compensation: $23.00 - $26.00 per hour, plus incentives Actual compensation within this range will bedeterminedby factors including experience, qualifications, skills, internal equity, and other job-related considerationspermittedby...Hourly pay- ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the... ..., making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and...
$166.43k - $221.9k
...and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on... ...procedures and delegated authorities to manage risk related to credit, operational, reputational... ...solutions Knowledge retail and wealth solutions referred Business development...Work at officeImmediate start- Job Details: Job Location: UC San Diego - La Jolla, CA 92093, Salary Range: $25.68 - $32.10 Hourly, POSITION PURPOSE/STATEMENT POSITION PURPOSE/STATEMENT Delivers on University Credit Union’s CHAMPION Values to engage in behaviors that create member and team member loyalty...Hourly pay
$22 - $27.5 per hour
...customers and connect them to the right banker for more detailed product conversations.... ...accurately, exercising sound judgment and managing risk in line with policies and controls.... ...(s): ~510 W Washington Street San Diego, CA 92103 Pay Range Reflected is the...Part timeWork experience placement$22 - $23.5 per hour
...Senior TellerOn-Site | San Diego, CACompensation: $22.00 - $23.50 an hour, plus incentivesActual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by...Part timeWork at office$37 - $65.5 per hour
...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 workWork experience placement- ...Head Universal BankerThe Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal... ...and security of customer and bank assetsDuties may include managing the supply of cash for branch needs based on business demand,...Flexible hours
$166.43k - $221.9k
...and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on... ...procedures and delegated authorities to manage risk related to credit, operational, reputational... ...solutions Knowledge retail and wealth solutions referred Business development...Work at officeImmediate start
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