Role Overview
Based in Sidney, Ohio 45365, the Affluent Wealth Banker will lead the overall experience for affluent clients, coordinating with relevant bank specialists to deliver a complete range of U.S. Bank products and services. This includes coordinating with mortgage professionals, small business banking specialists, and personal trust services as needed. You will develop, manage, and retain relationships within Affluent Wealth Management through proactive outreach to both assigned and prospective clients, providing guidance that aligns with their goals and financial needs.
Note: The role requires registration with the National Mortgage Licensing System (NMLS) under the SAFE Act of 2008 and Regulation Z, and is subject to a criminal background and credit check. Failure to meet or maintain any NMLS requirements could affect the offer or ongoing employment.
Responsibilities
- Develop, manage, and retain affluent client relationships within the Affluent Wealth Management program, with proactive client engagement.
- Proactively contact assigned clients and prospects to strengthen the book of business.
- Provide expert advice and guidance focused on clients' needs and goals, recommending appropriate product and service solutions.
- Collaborate with mortgage specialists, small business banking professionals, and personal trust services to deliver a full spectrum of capabilities and solutions.
- Work with internal experts across the bank to ensure the right specialists are engaged to meet client needs.
- Adhere to regulatory and internal standards, including NMLS requirements where applicable.
Qualifications and Licensing
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
Licensing, Registration, and Regulatory Compliance
- The position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z, with the required registration process including a criminal background and credit check. Failure to meet these requirements may result in an offer rescission or termination.
- You will be subject to the required registration process, including a criminal background and credit check.
Preferred Skills and Experience
- Strong relationship management, sales, and business development capabilities
- Significant understanding of wealth products and offerings
- Advanced competency in financial planning
- Proven ability to engage in wealth discussions with clients to drive growth in the book of business
- Well-developed analytical and problem solving skills
- Ability to make critical decisions independently
- Effective written, spoken, and presentation skills
Compensation and Benefits
Pay Range: $94,010.00 - $110,600.00. The actual range may differ based on the location of the role.
Our benefits package supports health, financial security, and peace of mind. Key offerings include:
- Healthcare coverage (medical, dental, vision)
- Basic term life insurance and optional term life coverage
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) plan with employer contributions
- Paid vacation ranging from two to five weeks, depending on salary grade and tenure
- Up to 11 paid holidays
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year where permitted by law
- Full details available by employment status
Compliance and Additional Information
If accommodations are needed during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
- U.S. Bank is an equal opportunity employer. We evaluate all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or other factors protected by 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. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
- Background checks are conducted in accordance with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act, as well as the San Francisco Fair Chance Ordinance. In addition, certain positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines relevant to the role.
- Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
- Posting may be closed earlier due to high volume of applicants.