Wealth Management Banker NMLS
U.S. Bancorp
Wealth Management Banker
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
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
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.
- ...inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our... ...branch operations, which may include managing cash devices such as the cash vault, ATM,... ...credit report, information available through NMLS, and any other information relevant to a...SuggestedImmediate startAfternoon shift
$20 - $22 per hour
...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...SuggestedTemporary workLocal areaShift work$20.25 - $24.75 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...SuggestedTemporary workLocal area- ...answering inquiries, informing clients of new services and product promotions, determining client needs, and directing clients to a banker. Utilizes 360View to record activities, incidents, and referrals to business partners and other lines of business. Processes...SuggestedPart timeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Banker NMLS. Be the first to apply!
- management team Redmond, OR
- managed care specialist Redmond, OR
- order management representative Redmond, OR
- provider data management Redmond, OR
- sales management training program - entry level Redmond, OR
- sales management training program Redmond, OR
- managing broker Redmond, OR
- management services technician Redmond, OR
- construction management part time Redmond, OR
- management jobs Redmond, OR

