U

U.S. Bank

Runs a national bank and processes card payments

Wealth Management Affluent Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWest Des Moines, IA, USA$91.4k - $111.8kIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience.
  • Five or more years of experience in wealth management private banking and/or senior-level financial services.
  • Series 6-63 or Series 7-63 licenses.
  • Strong relationship management, sales, and business development skills.
  • Moderate understanding of wealth products and offerings.
  • Strong competency in financial planning.
  • Demonstrated ability to engage clients in wealth discussions to drive an increase in the book of business.
  • Well-developed analytical and problem-solving skills.
  • Ability to make critical decisions independently.
  • Effective writing, speaking, and presentation skills.
  • NMLS registration is required under the terms of the S.A.F.E. Act of 2008 and Regulation Z, with a criminal background and credit check as part of the registration process.
  • Applicants must comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Responsibilities

  • Ensure a strong overall affluent client experience by collaborating with relevant entities to deliver the full spectrum of U.S. Bank products and services in line with clients' capabilities and needs.
  • Identify and engage other experts, including mortgage, small business banking, and personal trust services, to provide solutions.
  • Develop, manage, and retain Affluent Wealth Management client relationships through proactive contact with assigned and prospective clients.
  • Provide advice and counsel on affluent wealth banking client relationships by understanding clients' needs and goals and recommending product and service solutions.

About the Company

U.S. Bank

Runs a national bank and processes card payments

U.S. Bank is one of the largest banks in the United States, serving consumers, small businesses, corporations, and government agencies with banking, lending, payments, and wealth management. Its Elavon subsidiary is one of the world's biggest processors of card payments for merchants, handling sales in the United States, Canada, and Europe. People and small businesses use its branches and mobile app for checking, savings, credit cards, mortgages, and loans, while companies use it for corporate cards and cash management, and the bank earns money from loan interest and fees. U.S. Bank received national bank charter No. 24 in 1863, under President Abraham Lincoln, and is based in Minneapolis as the main subsidiary of U.S. Bancorp.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1863

Recently Posted Jobs

Explore more opportunities at U.S. Bank

See more jobs