U.S. Bank · 1 month ago
Wealth Management Banking - Sidney / Troy
Sidney, OH
Full-time
Onsite
Mid Level
$82K/yr - $96K/yrU.S. Bank is committed to helping customers and businesses make better financial decisions. The Wealth Management Banker is responsible for managing and retaining affluent client relationships, providing expert advice, and ensuring a collaborative experience with various banking services.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
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
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
Qualification
Required
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Satisfactory criminal and credit record
Preferred
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
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
Company
U.S. Bank
At U.S.
Founded in 1968
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase