Wealth Management Banker

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 

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 PCG 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 PCG 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.

 

Qualifications

 

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses

Preferred Skills/Experience
- Strong relationship management, sales, and business development skills
- Thorough knowledge of Wealth Management private banking products and services, including credit processes and policies
- Thorough knowledge of U.S. Bancorp brokerage, trust and investment products and services
- Strong compentency in Financial Planning
- Strong lending skills
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase in book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking and presentation skills

 

Job

Relationship Management

Primary Location

Colorado-CO-Boulder

Shift

1st - Daytime

Average Hours Per Week

40