Wealth Management Affluent Banker - Kenmore
$117,725–$138,500 year
On-site · Kenmore, Washington, United States
Job Summary
Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, delivering the full spectrum of U.S. Bank products and services through collaboration with mortgage, small business banking, and personal trust services. Develops, manages, and retains client relationships for Affluent Wealth Management via proactive client contact and needs assessment to recommend wealth and service solutions. Requires NMLS registration and compliance with related background/credit checks. Demonstrates strong relationship management, sales and business development, advanced financial planning, and the ability to engage in wealth discussions to drive growth in book of business. Strong written, verbal, and presentation skills are essential, along with independent decision-making and analytical problem-solving.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Seven or more years of experience in Wealth Management private banking
- Series 6-63 or Series 7-63 licenses
- NMLS registration (S.A.F.E. Act of 2008) and related background/credit checks
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