Wealth Management Banker - Modesto, CA
Core
Managing relationships with affluent clients to deliver a full spectrum of U.S. Bank products and services, including lending, deposits, and purchasing power.
Role type
Senior IC Wealth Management Banker (Affluent Segment)
Builds
Client service matrix utilization, revenue growth, and cross-functional collaboration for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, prospecting, financial product suitability assessment, financial planning, complex credit knowledge, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
Sales and business development, analytical problem-solving, independent decision-making, presentation skills
Technologies
NMLS registration system, U.S. Bank product platforms
Responsibilities
Prospect and call leads; meet with affluent clients to collect financial information and assess needs; determine suitable financial products; facilitate delivery of lending, deposits, and purchasing power strategies; grow the affluent client base and increase revenue; partner with Advisors and CBB teammates to identify prospects; refer clients to other financial services within U.S. Bank
Seniority
Senior, hands-on IC