Wealth Management Banker NMLS
$98,280–$120,120 year
On-sitePortland, Oregon, United States
Job Summary
Develop and retain affluent client relationships through proactive contact of assigned and prospective clients. Provide expert advice on wealth banking solutions by identifying needs and recommending products, including collaboration with mortgage, small business, and trust services experts. Manage the full spectrum of U.S. Bank capabilities to deliver comprehensive financial decisions for the affluent segment. Maintain NMLS registration under the SAFE Act and Regulation Z, including criminal background and credit checks. Requires a Bachelor's degree, five years of private banking experience, and Series 6-63 or 7-63 licenses. Salary range $98,280–$120,120.
Required Qualifications
- 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
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Series 6-63 or Series 7-63 licenses
Desired Qualifications
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
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