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

WM Affluent Banker

U.S. Bank

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.

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 role has multiple levels, open to candidates with up to 3 years minimum experience in Wealth Management. The successful candidate will be hired for the level of the position that aligns with their experience. Locations: We are looking to hire a WM Affluent Banker in Nashville, TN and Lexington, KY.

Basic Qualifications: Bachelor's degree, or equivalent work experience. Up to three years of experience in Wealth Management private banking or financial services. Series 6-63 or Series 7-63 licenses.

Preferred Skills/Experience: Strong relationship management, sales, and business development skills. Basic understanding of Wealth products and offerings. Basic competency in Financial Planning. Ability to engage in wealth discussions with clients in order to increase book of business. Well-developed analytical and problem-solving skills. Ability to make critical decisions independently. Effective writing, speaking and presentation skills.

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.

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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the WM Affluent Banker in Lexington, KY vacancy
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in Lexington, KY at the Chevy Chase Branch. Bilingual Spanish Preferred.... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Lexington, KY
    3 days ago
  •  ...Job Summary Regional Banker/Teller at PNC Retail, based in Lexington, KY, Chevy Chase Branch. Bilingual Spanish preferred. The role manages the customer experience, drives proactive sales, and ensures accurate teller operations while maintaining compliance and risk management... 
    Suggested
    Temporary work

    PNC Financial Services Group

    Lexington, KY
    3 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity... 
    Suggested
    Part time

    Chase

    Lexington, KY
    2 days ago
  •  ...Peoples Bank is hiring a Virtual Banker to provide comprehensive relationship and portfolio management for a group of business clients through a predominantly virtual engagement model. The role balances proactive portfolio administration — including loan and deposit oversight... 
    Suggested

    Peoples Bancorp (OH)

    Lexington, KY
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Lexington, KY at the New Circle Road Branch.PNC is an in-office company that... 
    Suggested
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Lexington, KY
    4 days ago
  • Johnson, Mirmiran & Thompson is a dynamic, 100% employee-owned consulting firm with more than 2,800 professionals, providing a full range of multidisciplinary engineering, architecture, information technology, and related services to public agencies and private clients...
    Work at office
    Local area

    P N C Bank NA

    Lexington, KY
    4 days ago
  • City National Bank in Lexington, Kentucky, is looking for a dedicated customer service representative responsible for promoting and selling banking products. This role requires excellent customer care and the ability to resolve routine and complex account issues. You must...

    City National Bank

    Lexington, KY
    2 days ago
  • Compensation $ Hours Per Week 40 Number Of Positions 1 Job Description Job Title: Commercial Banking Relationship Manager FLSA Status: Exempt Department: Commercial Banking Hours of Operation: Full-Time (flexible start time), approx. 45 hours per...
    Full time
    Work at office
    Remote work
    Flexible hours

    Stock Yards Bank & Trust

    Lexington, KY
    2 days ago
  • Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lexington, KY
    1 day ago
  • Commercial Banking Officer Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job! Republic Bank'...
    Work at office
    Work visa
    Flexible hours
    Afternoon shift

    Republic Bank & Trust

    Lexington, KY
    1 day ago
  • Teller, Banking, Customer ServiceLocation: 3090 Richmond Road, Lexington, KY, 40509, United StatesJob Category: Teller, Banking, Customer ServiceIndustry: BankingEmployee Type: RFTRequired Degree: High schoolContact informationName: Human Resources DepartmentPhone: (88...

    Community Trust Bank

    Lexington, KY
    3 days ago
  • ## TellerApplylocations: KY - Lexington (40505)time type: Full timeposted on: Posted Yesterdayjob requisition id: R226128# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering...
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Lexington, KY
    4 days ago
  • Fifth Third in Lexington, KY is seeking a Commercial Relationship Manager II to oversee a portfolio and develop new business relationships. This role requires strong skills in commercial banking and financial analysis to provide optimal banking solutions. The ideal candidate...

    Fifth Third

    Lexington, KY
    5 days ago
  • Whitaker Bank Teller Position The position of Teller is responsible for performing routine branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; promotes business...
    Bank staff
    Work at office
    Night shift

    Whitaker Bank

    Lexington, KY
    4 days ago
  • Job Title Teller, Banking, Customer Service Location 185 Pasadena Drive, Suite 100, Lexington, KY, 40503, United States Industry Banking Employee Type RFT Required Degree High school Contact Information Human Resources Department Phone...

    Community Trust Bank

    Lexington, KY
    5 days ago
  •  ...Bank Teller (Concierge Banker) The Bank Teller (Concierge Banker) is responsible for assisting the assigned Banking Center in meeting and/or exceeding branch profitability goals by generating new and/or managing existing customers and ensuring that efficient, professional... 
    Part time
    Work at office
    Monday to Friday
    Flexible hours
    Weekend work

    Forcht Bank

    Lexington, KY
    4 days ago
  • Customer Service Representative Build and maintain strong customer relationships through accurate and efficient management of daily transactions. Assess customer needs and provide information about additional products and services. Adhere to fraud prevention and audit...
    Remote work

    Traditional Bank

    Lexington, KY
    5 days ago
  • Teller, Banking, Customer Service Location: 3090 Richmond Road, Lexington, KY, 40509, United States Job Category: Teller, Banking, Customer Service Industry: Banking Employee Type: RFT Required Degree: High school Contact information Name: Human Resources...

    Community Trust Bank

    Lexington, KY
    4 days ago
  • $21.94 - $26.82 per hour

    Job Opportunity At U.S. Bank 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...
    Temporary work

    U.S. Bank

    Lexington, KY
    2 days ago
  • $21.94 - $26.82 per hour

    Client Relationship Consultant 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...
    Temporary work
    Local area

    U.S. Bank

    Lexington, KY
    21 hours ago
  •  ...Financial Center Manager to gather and report monthly FCA requests. Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office. Maintain a balancing record that is in line with policy. Find and correct... 
    Full time
    Work at office

    Fifth Third Bancorp

    Lexington, KY
    1 day ago
  • Member Service Associate Communicates to members personally to provide necessary account and service information. Performs teller functions in a timely, accurate, and professional manner to meet credit union and member needs. Must have a basic understanding of credit...
    Night shift

    Members Heritage Credit Union

    Lexington, KY
    1 day ago
  • Part Time Teller At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...
    Full time
    Part time
    Work at office

    PNC

    Versailles, Jessamine County, KY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to WM Affluent Banker. Be the first to apply!