Wealth Management Banker - Palm Springs, CA

U.S. Bank • Palm Springs, CA • 1d ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

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 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 Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.

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

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

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.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

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 (from 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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

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 or veteran status, and other factors protected under applicable law.

E-Verify

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. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent 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. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Similar Jobs

Accounting Specialist

Robert Half • Indio, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for a meticulous and skilled Accounting Specialist to join our team on a contract basis in Indio, California. This position plays a vital role in ensuring the accuracy and efficiency of financi...

1d ago

Go to Apply

Accounting Clerk

Robert Half • Palm Desert, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounting Clerk to join our team on a long-term contract basis in Palm Desert, California. In this role, you will play a critical part in managing financial transactions,...

1d ago

Go to Apply

Accounts Payable Clerk

Robert Half • Indio, CA • 2d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Payable Clerk to join our team in Indio, California. In this Contract to permanent position, you will be responsible for managing inventory accounting processes a...

2d ago

Go to Apply

Accounting Specialist

Robert Half • Palm Springs, CA • 2w ago

Finance, Accounting & Banking

Description We are looking for an Bookkeeper to join our team on a contract basis in Palm Springs, California. This position is ideal for an organized and detail-oriented individual with expertise in accounts payable, ac...

2w ago

Go to Apply

Community Mortgage Bank Sales Consultant

Wells Fargo • Coachella, CA • 3w ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Si...

3w ago

Go to Apply

Temporary Accounting Clerk

ManpowerGroup • Coachella, CA • 3w ago

Finance, Accounting & Banking

A client located in Coachella Valley is seeking an Temp Accounting Clerk to join their team. As an Accounting Clerk, you will be part of the finance department supporting various project teams. The ideal candidate will h...

3w ago

Go to Apply

Accounts Payable Clerk II

Robert Half • Indian Wells, CA • 4w ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented and organized Accounts Payable Clerk II to join our team in Indian Wells, California. This long-term contract position offers an excellent opportunity to contribute to eff...

4w ago

Go to Apply

0301 - Rancho Mirage CA - Shop Mechanic Bike&Snow

REI • Rancho Mirage, CA • 3h ago

Manufacturing & Warehouse

Overview REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When you work for the co-op, you do your best...

3h ago

Go to Apply

Commercial Sales Manager

AutoZone, Inc. • Banning, CA • 6h ago

Management & Administrative

Job Description The Commercial Sales Team at AutoZone plays a pivotal role in driving growth across our professional customer base. Focused on delivering quality parts, reliable service, and dedicated support, this team...

6h ago

Go to Apply

Construction Manager

TAK Broadband • Palm Springs, CA • 22h ago

Trucking & Construction

Construction Manager Palm Springs, CA ( http://maps.google.com/maps?q=Palm+Springs+CA+USA ) -Construction Job Type Full-time Description TAK Broadband is a leading end-to-end U.S. fiber broadband network construction con...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.