Affluent Wealth Management Banker

U.S. Bank • Saint Paul, MN • 5h 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 Wealth Management Banker in the affluent segment 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.

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.

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

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: $98,280.00 - 120,120.00

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

Finance Director - Plan Analysis

Minnesota Visiting Nurse Agency • Minneapolis, MN • 14min ago

Finance, Accounting & Banking

JOB DETAILS Department:Finance and Accounting FTE:1.00 (80 hours per pay period) Workdays:Monday - Friday Shift(s):Days Location:Remote;however, periodic onsite attendance may be required for meetings and/or business nee...

14min ago

Go to Apply

Finance Transformation Lead

Humana • Saint Paul, MN • 15min ago

Finance, Accounting & Banking

Become a part of our caring community The Lead - Finance Strategy, Special Projects & Solution Design is responsible for leading high-impact strategic initiatives. These initiatives advance Finance priorities through...

15min ago

Go to Apply

Financial Consultant - CST Sales Finance

Medtronic • Minneapolis, MN • 25min ago

Finance, Accounting & Banking

We anticipate the application window for this opening will close on - 25 Jul 2026 Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore heal...

25min ago

Go to Apply

Impact Finance - New Markets Tax Credit Asset Manager

U.S. Bank • Minneapolis, MN • 26min ago

Finance, Accounting & Banking

26min ago

Go to Apply

Credit Approval Officer

U.S. Bank • Minneapolis, MN • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Accounts Payable Coordinator

University of St. Thomas • Saint Paul, MN • 2h ago

Finance, Accounting & Banking

OVERVIEW The University of St. Thomas invites qualified candidates to apply for an Accounts Payable Coordinator position within the Accounts Payable department. This position is eligible for hybrid work after a training...

2h ago

Go to Apply

Treasury Banking Coordinator - US Based Remote

Anywhere Real Estate • Minneapolis, MN • 3h ago

Finance, Accounting & Banking

Anywhere Real Estate is seeking a Banking Coordinator for our Corporate Treasury department. The Banking Coordinator is responsible for enterprise-wide bank account management and support, but will primarily support the...

3h ago

Go to Apply

HEDIS Audit Quality Manager (State and NCQA)

Elevance Health • Mendota Heights, MN • 5h ago

Finance, Accounting & Banking

HEDIS Audit Quality Manager (State and NCQA Audits) Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivi...

5h ago

Go to Apply

Accounting Manager/Supervisor

Robert Half • Eden Prairie, MN • 5h ago

Finance, Accounting & Banking

Description Ready to take the next step in your accounting career? We're looking for a hands-on Accounting Manager to lead critical financial operations, mentor a high-performing team, and help shape the future of the ac...

5h ago

Go to Apply

Account Executive Officer, Senior Underwriter - Loss Sensitive, Large Projects

Travelers Insurance Company • Saint Paul, MN • 5h ago

Finance, Accounting & Banking

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the...

5h ago

Go to Apply

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