Wm Affluent Banker - Sacramento, Ca

U.S. Bank

Sacramento, CA, US
Base: $86,530.00 - $101,800.00; bonus/equity: not ...
Affluent client experience
Client relationship management
Financial product and service recommendation
The Affluent Wealth Management Banker 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

Job Summary

  • The Affluent Wealth Management Banker 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.
  • Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
  • Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching Summary

The Affluent Wealth Management Banker 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.

Salary

Base: $86,530.00 - $101,800.00; Bonus/Equity: Not specified; Benefits: Comprehensive package including healthcare, retirement, paid time off

Skills & Requirements

Must-have

  • Affluent client experience
  • Client relationship management
  • Financial product and service recommendation
  • Proactive client contact

Nice-to-have

  • Strong sales and business development
  • Wealth product understanding
  • Financial planning competency
  • Engage in wealth discussions

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Up to three years of experience
  • Series 6-63 or Series 7-63 licenses
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter