Advanced Practice Wealth Banker - Columbus and West Cleveland

About the role

The Advance Practice Banker (APB) is responsible for developing, managing, and retaining full-service relationships with Advanced Practice banking clients. Provides advice, counsel, and high-level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality, and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Qualifications

• Bachelor’s degree
• Over eight years of experience in Wealth Management Private Banking
• Series 6-63 or Series 7-63 licenses

Master’s degree preferred.

Skills

• Advanced competency in Financial Planning, with a significant understanding of Wealth Products and offerings
• Demonstrated expertise in engaging in wealth discussions with clients to drive a significant increase in book of business
• Ability to establish significant Centers of Influence both internally and externally to drive revenue
• Additional professional designations such as AWMA or CFP preferred

Benefits

• 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.

Pay

Pay Range: $118,170.00 - $144,430.00

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).