The Wealth Management Banker ("WMB") is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Metro Wealth Management. Provides expert advice and counsel in the area of private banking client relationships.
The WMB is responsible for leading the development of deep, advisory relationships with wealth management clients through proactive contact of assigned and prospective affluent clients. The WMB will focus on building an understanding of their clients', needs and goals, in order to recommend product and service solutions with a focus on advocating for their clients' needs and growing revenue for U.S. Bank.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Bachelor's degree, or equivalent work experience
Up to three years of experience in Wealth Management private banking or financial services
Series 6-63 or Series 7-63 licenses
Strong relationship management, sales, and business development skills
Some knowledge of Wealth Management private banking products and services, including credit processes and policies
Some knowledge of U.S. Bancorp brokerage, trust and investment products and services
Basic competency in Financial Planning
Basic lending skills
Ability to engage in wealth discussions with clients in order to increase book of business
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent writing, speaking and presentation skills