WM Affluent Banker - Columbia, TN

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At U.S. Bank, we’re on a journey to do our best. The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities to deliver the full spectrum of U.S. Bank products and services. This includes identification of other experts such as mortgage, small business banking, and personal trust services. The role involves developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.

Provides expert advice and counsel in affluent wealth banking client relationships by focusing on understanding clients’ needs and goals to recommend product and service solutions.

Basic Qualifications

• 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

Preferred Skills/Experience

• Strong relationship management, sales, and business development skills
• Basic understanding of Wealth products and offerings
• Basic competency in Financial Planning
• Ability to engage in wealth discussions with clients to increase book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking and presentation skills

Note This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The submission process includes a criminal background and credit check. Failure to meet NMLS requirements may result in rescission of an offer or termination of employment. If accommodations are needed during the application or hiring process, refer to disability accommodations for applicants.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law

Other

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program where applicable. Learn more about the E-Verify program.

Salary

The salary range reflects figures based on the primary location. The actual range may differ by location. Pay Range: $70,890.00 - $83,400.00. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive programs, equity, 401(k) contribution, and pension, subject to eligibility requirements.

Posting Note This posting may be closed earlier due to high volume of applicants.

Job Details

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Banking

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