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 client base expansion
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
prospecting, client discovery, financial product suitability assessment, lending strategy, deposit strategy, business development, financial planning, complex credit knowledge
Preferred skills
relationship management, sales, analytical problem-solving, independent decision-making, presentation skills
Technologies
NMLS registration, Series 6-63, Series 7-63
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 and refer prospects.
Seniority
Senior, hands-on IC