Wealth Management Banker- West Chester

About the role

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.

Responsibilities

• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
• Provide 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.

Requirements

• NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

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.

Skills

• Strong relationship management, sales, and business development skills.
• Moderate understanding of Wealth products and offerings.
• 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.
• Effective writing, speaking and presentation skills.

Pay

$86,360.00 - $101,600.00

Schedule

Full-time