WM Affluent Banker

Wealth Management Banker – Affluent Segment

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 and the identification of other experts such as mortgage, small business banking, and personal trust services.

• Oversee affluent client experience and coordinate with relevant entities to deliver U.S. Bank products and services.
• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
• Provide expert advice and counsel in cultivating affluent wealth banking client relationships by understanding clients’ needs and goals to recommend appropriate product and service solutions.
• Ensure compliance with NMLS registration and related regulatory requirements.

• 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.

• Strong relationship management, sales, and business development skills.
• Moderate understanding of Wealth products and offerings.
• Strong competency in Financial Planning.
• Demonstrated expertise in engaging clients to grow book of business.
• Well‑developed analytical and problem‑solving skills.
• Ability to make critical decisions independently.
• Effective writing, speaking, and presentation skills.

• Must hold National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
• Undergo required criminal background and credit checks; failure to maintain a satisfactory record may result in rescission of offer or termination of employment.

• 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 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, veteran status, or other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program and conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act, as well as federal guidelines such as the Federal Deposit Insurance Act, FINRA, NMLS, RegZ, RegG, OFAC, the NFA, the FCPA, and others.

$86,360.00 – $