WM Affluent Banker - Orlando, FL

About the role

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities to deliver the full spectrum of U.S. Bank products and services. This includes identification of other experts such as mortgage, small business banking, and personal trust services. The role involves developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.

Responsibilities

• Prospect and call leads
• Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate each client's unique situation
• Determine suitable financial products for the client's current and future circumstances
• Facilitate the delivery of strategies and capabilities including lending, deposits, and purchasing power
• Grow the Affluent client base and increase revenue by ensuring consistent use of the client service matrix and proactively identifying new clients
• Partner with Advisors as a teammate
• Collaborate with branch teammates to identify and refer potential affluent prospects
• Refer and partner with other financial services within U.S. Bank channels, as appropriate

Requirements

• Bachelor's degree, or equivalent work experience
• Seven or more years of experience in Wealth Management private banking
• Series 6-63 or Series 7-63 licenses
• National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (includes criminal background and credit check)

Skills

• Strong relationship management, sales, and business development skills
• Significant understanding of Wealth products and offerings
• Advanced competency in Financial Planning
• Demonstrated expertise in engaging in wealth discussions with clients to drive a strong increase in book of business
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Effective writing, speaking, and presentation skills
• Advanced knowledge of complex credit

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

Pay

The salary range for this role is $99,540.00 - $121,660.00, based on the primary location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).