Wealth Management Banker
$80.28k - $98.12kUs 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 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. 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 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. Please note that the salary range provided corresponds to the lowest level of the position posted. 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. 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: 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: $80,280.00 - 98,120.00 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. #J-18808-Ljbffr Us Bank
$80.28k - $98.12k
...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...SuggestedTemporary workWork experience placementLocal area- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...SuggestedTemporary workWork experience placementLocal area
- ...with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit...SuggestedTemporary workWork experience placementLocal area
- ...sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other...SuggestedFull timePart timeWork at officeNight shiftWeekend work
- ...career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you... ...lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities... ...efforts Research client inquiries and manage follow up communication and materials...SuggestedWork experience placement
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- ...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...Work at officeImmediate start
- ...and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on... ...QualificationsDuties & Responsibilities:Team Management - Manage performance and personnel... ...management solutions Knowledge retail and wealth solutions referred Business development...Work at officeImmediate start
- ...posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients... ...including but not limited to mortgage, wealth, private client, and business banking.... ...-based learning. Compliance and risk management • Expected compliance with bank regulations...Full timeTemporary workWork at office
- ...- 1:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients... ...including but not limited to mortgage, wealth, private client, and business banking.... ...-based learning. Compliance and risk management ~ Expected compliance with bank regulations...Full timeTemporary workWork at officeMonday to Friday
$24 - $27 per hour
...opportunities. Monitor branch transactions, balancing activities, corrections, and audit readiness. Collaborate with Risk Management and Internal Audit to maintain operational integrity. Communicate branch goals, performance expectations, and organizational initiatives...Full timeWork at officeLocal area$24 - $27 per hour
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- ...increase overall client satisfaction. Responsibilities: Manages an extensive portfolio of complex clients and prospects with... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
$77.9k - $153k
...Commercial Banker Job Locations US-TN-Nashville Category/Function Lending/Commercial/Consumer/Credit Position... ...quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals,...Full timeWork 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...Immediate startAfternoon shift
$24 per hour
...Job Description Job Description Video Banker Location: Main Branch Job Type: Full-Time (On-Site) Schedule: Monday - Thursday, 8:00AM - 5:00PM & Friday, 8:00AM – 6:00PM Compensation: $24.00/hourly Join our dynamic Operations Team in Nashville, TN...Hourly payFull timeWork at officeLocal area- ...Video Banker - College Graduate Launch Your Career in Digital Banking Video Banker College Graduate Schedule: Monday Thursday... ...be at the heart of our digital member experience, helping people manage their financial needs while learning how a financial institution...Work at office
$37.45k
...information by visiting and logging into the careers section of the system. Job Description At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions' financial...Full timeWork at officeRemote workMonday to FridayFlexible hoursWeekend work1 day per week$35.75k
...Banker If you are passionate about making a difference in the lives of others, you'll excel with a company that focuses on the financial... ...with the ability to navigate various systems Effective time management skills Excellent communication skills (verbal and written)...Full timeWork at officeImmediate startRemote workMonday to FridayFlexible hoursWeekend work1 day per week- ...bringing passion and customer focus to the business. Community Banker Location: Nashville, TN (West End office) If you\'re looking for... ...-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and...Temporary workWork at officeLocal areaFlexible hoursShift work
$32.15k - $45.19k
Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial... ...to other areas of the bank. Educate customers on options for managing transactions using technology and all other tools and resources...Full timeLocal areaRemote work$34.1k - $49.38k
Overview Travel Universal Banker United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker... ...balancing of cash drawer Educate customers on options for managing transactions using technology and all other tools and resources...Full timeLocal areaRemote workFlexible hours$170k
...recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and... ...Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials Compiling prospective...Work at officeRemote work- ...customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...Night shift
- ...Relationship Banker As a Relationship Banker, you will be responsible for building, expanding, and retaining client relationships while providing an exceptional customer experience. Relationship Bankers provide financial solutions to existing and prospective clients...Work at office
- ...responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the...Temporary workWork experience placementWork at officeFlexible hoursShift workDay shift
$140k - $225k
...Relationship ManagerThe Relationship Manager (RM) is responsible for managing and growing a complex portfolio of companies in Nashville... ...integrated client experience. This is a high-impact role for a banker who thrives in a dynamic, relationship-driven environment and...Temporary workLocal area3 days per week$140k - $225k
...excel at—all from Day One. Job Description The Relationship Manager (RM) is responsible for managing and growing a complex... ...integrated client experience. This is a high‑impact role for a banker who thrives in a dynamic, relationship‑driven environment and is...Temporary workWork experience placementLocal area3 days per week- ...in the posting.Summary: The Relationship Banker is a trusted advisor who engages clients... ...including but not limited to mortgage, wealth, private client, and business banking.Proactive... ...web-based learning.Compliance and Risk Management:Expected compliance with bank...Temporary workWork at office
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