Wealth Management Banker NMLS 2- King City
$98.28k - $120.12kU.S. Bancorp
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 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.
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
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
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.
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: $98,280.00 - 120,120.00
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.
U.S. Bancorp$25.49 - $31.15 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... .../or closing the branch. National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and...SuggestedTemporary work- Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...Suggested
$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,...SuggestedFull timeLocal areaRemote workFlexible hoursShift work3 days per week$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...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...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...SuggestedTemporary workWork experience placementImmediate start
- ...strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.As a Commercial Banker in Emerging... ...exceeding sales goalsExcellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlinesStrong...Local areaFlexible hours
- ...the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our... ...goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong...Local areaFlexible hours
- TwinThread is looking for a Commercial Banker based in Portland, Oregon. This role focuses on client acquisition and maintaining relationships with businesses generating $20 million to $100 million in annual revenues. The ideal candidate will have five plus years in lending...
- ...the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our... ...sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines...Local areaFlexible hours
$21.68 - $26.5 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...Temporary work- ...As an Associate Relationship Banker in a Chase Branch, you will represent... ...operations, which may include managing cash devices such as the cash... ...information available through NMLS, and any other information... ...businesses, nonprofits and cities grow, delivering solutions to...Immediate startAfternoon shift
- ...people and businesses prosper.As a Business Banker at First Citizens Bank you will carry on... ...are responsible for acquiring and managing a portfolio of business banking relationships... ...management solutions, Knowledge retail and wealth solutions referred, Business development,...Work at officeImmediate start
- ...partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelors degree and formal credit...Local area
- Associate Relationship Banker - Lake Oswego Branch Location: Lake Oswego... ...operations, which may include managing cash devices such as the cash... ...information available through NMLS, and other relevant factors.... ...businesses, nonprofits and cities grow, delivering solutions to...Afternoon shift
$57.5k - $106.5k
...Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques...Part timeLocal area- ...Associate Banker At Chase, we are passionate about creating memorable experiences for... ...the branch, making them feel appreciated, managing lobby traffic, checking clients into the... ...also help small businesses, nonprofits and cities grow, delivering solutions to solve all...Part time
- Banner Bank is seeking a Floating Banker to provide back‑up teller and banker support across multiple branches in the Portland area. You... ...ensuring smooth, accurate, and friendly service. The role requires 2+ years of teller experience with sales targets, strong...
$19 per hour
...and make a meaningful impact on clients every day. As a Floating Banker providing back‑up teller and banker support across multiple branches... ...What we’re looking for High School Diploma or GED (Required). 2 or more years of teller experience, including sales experience...Flexible hours- ...:Wells Fargo is seeking a Senior Commercial Banking Relationship Manager to join our Commercial Auto business. Learn about the career areas... ..., training, military experience, educationDesired Qualifications:2+ years working with retail franchise automotive dealerships to...Full timeWork experience placement
- Huntington National Bank in Beaverton, OR seeks a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge, helping them achieve financial goals through deposit products and services. You will balance daily transactions and deliver exemplary...
$41.71k - $69k
...requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and... ..., laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker West Linn, Oregon;Oregon City, Oregon; Clackamas, Oregon To proceed with your application, you must be at least 18 years of... ...experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
- BMO Financial Group is seeking a relationship manager to cultivate and manage a portfolio of small business clients. You will develop sales strategies, expand relationships, cross-sell financial solutions, and deliver expert guidance aligned with business goals. The role...
$25.49 - $31.15 per hour
...Description Location: 15900 SW 116th Ave, Tigard, OR 97224 Relationship Bankers build relationships with customers by meeting face to face and... ...and/or closing the branch. National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and...Temporary workLocal area$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'...$53.02k - $64.79k
...you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging... .... This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and...Full timeTemporary workLocal area$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (... ...credit applications Receive direction from managers and exercise judgement within defined... ...The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and...Work experience placementWork at officeImmediate start- ...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 startAfternoon shift
- ...Relationship Banker In Branch Banking You have a passion for helping customers, building... ...to Chase customers. You will acquire, manage, and retain meaningful relationships with... ...credit report, information available through NMLS, and any other information relevant to a...Immediate startAfternoon shift
- ...needs. As a Private Client Banker in Branch Banking, you are the... ...customers in the Branch. You will manage their complete banking... ...information available through NMLS, and any other information relevant... ...businesses, nonprofits and cities grow, delivering solutions to...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Banker NMLS 2- King City. Be the first to apply!
- bankers life Portland, OR
- business banker Portland, OR
- mortgage banker Portland, OR
- operations management specialist Portland, OR
- director of managed care Portland, OR
- workforce management specialist Portland, OR
- managed care coordinator Portland, OR
- management trainee Portland, OR
- weight management Portland, OR
- material management specialist Portland, OR


