WM Affluent Banker

Job Description

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 with respect to capabilities and solutions, including identification of other experts such as mortgage, small‑business banking, and personal trust services. This role includes developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients, and providing expert advice and counsel in building an understanding of clients’ needs and goals to recommend product and service solutions.

• Develop, manage, and retain relationships with affluent clients.
• Proactively contact assigned and prospective clients.
• Provide expert advice and counsel on wealth banking services.
• Collaborate with mortgage, small‑business, and trust specialists to meet client needs.

• Bachelor’s degree or equivalent work experience.
• Up to three years of experience in Wealth Management, private banking or financial services.
• Series6‑63 or Series7‑63 licenses.

• 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.

Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation

Z. Candidates must pass a criminal background and credit check; failure to meet or maintain any NMLS requirements may result in rescission of the offer or termination of employment.

Nashville, TN and Lexington, KY.

$75,820.00–$89,200.00 (depending on primary location and experience).

• 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 (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 worked, up to 80 hours per calendar year unless otherwise provided by law

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.