Wealth Management Banker NMLS

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. 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, providing expert advice and counsel, and building an understanding of clients’ needs and goals to recommend appropriate product and service solutions.

Responsibilities:

• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Deliver full spectrum of U.S. Bank products and services in coordination with experts.
• Provide expert advice and counsel on affluent wealth banking client relationships.
• Build understanding of clients’ needs and goals to recommend solutions.

• ​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.
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Criminal background check and credit check as part of the required registration process.

• Strong relationship management, sales, and business development skills.
• Moderate understanding of wealth products and offerings.
• Strong competency in financial planning.
• Demonstrated expertise in engaging in wealth discussions with clients to drive growth of book of business.
• Well‑developed analytical and problem‑solving skills.
• Ability to make critical decisions independently.
• Effective writing, speaking, and presentation skills.

Applicants will be subject to required NMLS registration, criminal and credit background checks. Failure to meet or maintain NMLS registration requirements may result in rescission of offer or termination of employment. Applicants must comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories.

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.

Pay range: $92,820.00 - $ (may vary by location). In addition, U.S. Bank offers incentive and recognition programs, equity stock purchase, 401(k) contribution and pension, subject to eligibility requirements.