U

U.S. Bank

Runs a national bank and processes card payments

Wealth Management Banker - San Diego, CA

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USAIn-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.
  • National Mortgage Licensing System registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • Successful completion of the required NMLS registration process, including a criminal background and credit check.
  • Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Responsibilities

  • Own the overall affluent client experience and collaborate with relevant entities to deliver the full spectrum of U.S. Bank products and services.
  • Identify and engage other experts, including mortgage, small business banking, and personal trust services.
  • Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact with assigned and prospective clients.
  • Provide expert advice and counsel regarding affluent wealth banking client relationships.
  • Build an understanding of clients' needs and goals to recommend product and service solutions.

Desired Qualifications

  • Strong relationship management, sales, and business development skills.
  • Moderate understanding of wealth products and offerings.
  • Strong competency in financial planning.
  • Ability to engage in wealth discussions with clients to drive a strong 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.

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

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