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U.S. Bank.

Wealth Management Banker

U.S. Bank. - Menomonee Falls, WI

Wealth Management Banker

in

MENOMONEE FALLS

Wisconsin

The Wealth Management Banker (“WMB”) is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Metro PCG Wealth Management. Provides expert advice and counsel in the area of private banking client relationships.

The WMB is responsible for leading the development of deep, advisory relationships with PCG clients through proactive contact of assigned and prospective affluent clients. The WMB will focus on building an understanding of their clients’, needs and goals, in order to recommend product and service solutions with a focus on advocating for their clients’ needs and growing revenue for U.S. Bank.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Qualifications:

Basic 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

Series 6-63 or Series 7-63 licenses

Preferred Skills/Experience

Strong relationship management, sales, and business development skills

Thorough knowledge of Wealth Management private banking products and services, including credit processes and policies

Thorough knowledge of U.S. Bancorp brokerage, trust and investment products and services

Strong competency in Financial Planning

Strong lending skills

Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase in book of business

Well-developed analytical and problem-solving skills

Ability to make critical decisions independently

Excellent writing, speaking and presentation skills

Job:

Relationship Management

Primary Location:

Wisconsin-WI-Menomonee Falls

Shift:

1st - Daytime

Average Hours Per Week:

40

Requisition ID:

170039965

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

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15 days 12 hours ago

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Wealth Management Banker U.S. Bank. - Menomonee Falls, WI, United States

   

Location: Menomonee Falls, WI

Company Profile:
U.S. Bancorp is a diversified financial services company with headquarters in Minneapolis, Minnesota. We offer a comprehensive range of financial products and services to meet the needs of individuals, businesses, institutions and government entities.