Advanced Practice Wealth Banker - Seattle

About the role

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.

Responsibilities

• Developing, managing, and retaining full-service relationships with Advanced Practice banking clients.
• Providing advice, counsel, and high-level customer service to meet the financial needs of clients.
• Supporting 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.
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Requirements

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

Skills

• Master’s degree preferred
• Additional professional designations, such as AWMA or CFP
• Advanced competency in Financial Planning, with a significant understanding of Wealth Products and offerings
• Demonstrated expertise in ability to engage in wealth discussions with clients to drive significant increase in