Job summary
Job post source
This job is directly from U.S. Bank
Job overview
The WM Affluent Banker at U.S. Bank manages affluent client relationships, delivering comprehensive wealth management solutions to help clients meet financial goals.
Responsibilities and impact
The role involves developing and retaining affluent clients by providing expert advice, collaborating with specialists across banking services, and proactively engaging clients to grow the wealth management business.
Compensation and benefits
The salary range is $98,345 to $115,700 with benefits including healthcare, life insurance, disability, parental leave, 401(k) plans, paid vacation and holidays, adoption assistance, and sick leave accruals.
Experience and skills
Requires a bachelor's degree or equivalent experience, five or more years in wealth management or senior financial services, and Series 6-63 or 7-63 licenses; preferred skills include strong relationship management, financial planning, analytical skills, and effective communication.
Career development
U.S. Bank offers opportunities to learn new skills, try new roles, and grow professionally from day one, supporting career advancement at every stage.
Work environment and culture
The company values diversity, inclusion, and supporting employees' whole selves, fostering a collaborative environment with a commitment to ethical conduct and community growth.
Company information
U.S. Bank is a major financial institution focused on helping customers and communities succeed through comprehensive banking and wealth management services.
Job location and travel
The job location varies with salary based on primary location; remote work options or travel requirements are not specified.
Application process
Applicants must comply with background checks, licensing requirements, and U.S. Bank policies; accommodations are available for disabilities during application.
Unique job features
This role requires NMLS registration and compliance with multiple regulatory standards, offering a comprehensive benefits package and a focus on affluent client wealth management.
Company overview
U.S. Bank, the fifth-largest commercial bank in the United States, provides a wide range of financial services including consumer banking, corporate banking, payment services, and wealth management. The company generates revenue through interest income from loans and mortgages, fees from banking services, and investment management. Founded in 1863, U.S. Bank has a rich history marked by strategic acquisitions and expansions, positioning itself as a leader in the financial industry. Notably, it has a strong emphasis on digital innovation and customer-centric solutions.
How to land this job
Position your resume to highlight your extensive experience in wealth management, private banking, and senior-level financial services, emphasizing your ability to manage and retain affluent client relationships effectively.
Showcase your expertise in financial planning, relationship management, sales, and business development, along with your competency in wealth products and services as outlined in the job description.
Apply through multiple channels including U.S. Bank's corporate career site, LinkedIn, and other job boards that list the WM Affluent Banker role to maximize your chances of being noticed.
Connect with current U.S. Bank Wealth Management division employees on LinkedIn; use ice breakers like commenting on recent U.S. Bank community initiatives or asking about their experience with client engagement strategies in wealth management.
Optimize your resume for ATS by incorporating keywords such as 'affluent wealth management,' 'client relationship management,' 'financial planning,' 'Series 6-63 or 7-63 licenses,' and 'NMLS registration' to ensure it passes initial screening algorithms.
Utilize Jennie Johnson's Power Apply feature to automate the tailoring of your resume, identify the best application portals, and find LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and other job search activities.
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