Wealth Management Banker
Core
Deliver full spectrum of U.S. Bank products and services to affluent clients by managing relationships, identifying cross-sell opportunities, and providing expert financial advice.
Role type
Senior IC Wealth Management Banker (Affluent Segment)
Builds
Affluent client relationships and comprehensive financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Financial planning, Sales and business development, Product knowledge (Wealth, Mortgage, Trust), Regulatory compliance (NMLS, Series 6-63/7-63)
Preferred skills
Analytical and problem-solving skills, Independent decision-making, Presentation skills
Technologies
NMLS, S.A.F.E. Act, Regulation Z, Series 6-63, Series 7-63
Responsibilities
Develop, manage, and retain affluent client relationships; Provide expert advice on wealth banking solutions; Identify and collaborate with internal experts (mortgage, small business, trust) to deliver full product spectrum; Proactively contact assigned and prospective clients.
Seniority
Senior, hands-on IC