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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-timeIowa City, IA, USAIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience is required.
  • Five or more years of experience in wealth management private banking and/or senior-level financial services experience is required.
  • Series 6-63 or Series 7-63 licenses are required.
  • Strong relationship management, sales, and business development skills are preferred.
  • A moderate understanding of wealth products and offerings is preferred.
  • Strong competency in financial planning is preferred.
  • Demonstrated expertise engaging clients in wealth discussions to drive a strong increase in book of business is preferred.
  • Well-developed analytical and problem-solving skills are preferred.
  • The ability to make critical decisions independently is preferred.
  • Effective writing, speaking, and presentation skills are preferred.
  • NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z is required, including completion of criminal-background and credit checks; applicants must meet and maintain registration requirements.
  • Applicants must be able to 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 an overall affluent client experience by coordinating relevant entities to deliver the full spectrum of U.S. Bank products and services, including identifying mortgage, small business banking, and personal trust experts.
  • 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 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

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