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U.S. Bank

Wealth Management- Affluent Banker

U.S. Bank, Cincinnati, Ohio, United States, 45208

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Wealth Management - Affluent Banker

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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. The role includes identifying other experts such as mortgage, small business banking and personal trust services, developing, managing, and retaining client relationships, providing expert advice, and recommending product and service solutions in line with clients’ needs.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The applicant will undergo a background and credit check. Failure to meet NMLS registration requirements may result in rescission of offer or termination of employment.

Basic 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

Preferred Skills/Experience

Strong relationship management, sales, and business development skills

Significant understanding of Wealth products and offerings

Advanced competency in Financial Planning

Demonstrated expertise in engaging wealth discussions with clients to drive strong book of business growth

Well‑developed analytical and problem‑solving skills

Ability to make critical decisions independently

Effective writing, speaking, and presentation skills

Benefits

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, veteran status, and other factors protected under applicable 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. Learn more about the E‑Verify program.

Pay Range: $98,175.00 - $115,500.00.

Posting may be closed earlier due to high volume of applicants.

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