Wealth Management Banker - Wilshire Bundy
Company: U.S. Bank
Location: Los Angeles
Posted on: February 23, 2021
|
|
Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, we're one of the country's most respected,
innovative and successful financial institutions. U.S. Bank is an
equal opportunity employer committed to creating a diverse
workforce. We consider all qualified applicants without regard to
race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, among
other factors. Job Description The Wealth Management Banker (WMB)
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. Responsible for developing, managing, and retaining
client relationships for Metro Wealth Management. Provides expert
advice and counsel in the area of private banking client
relationships.
The WMB is responsible for leading the development of deep,
advisory relationships with clients through proactive contact of
assigned and prospective affluent clients. The WMB will focus on
building an understanding of their clients', needs and goals, in
order to recommend product and service solutions with a focus on
advocating for their clients' needs and growing revenue for U.S.
Bank.
This position requires National Mortgage Licensing System (NMLS)
registration under the terms of the S.A.F.E. Act of 2008 and
Regulation Z. You will be subject to the required registration
process, which includes a criminal background and credit check.
Failure to meet or maintain any of the NMLS registration
requirements, including maintaining a satisfactory criminal and
credit record, may result in a rescission of your offer or
termination of employment. Basic 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
Preferred Skills/Experience
- Strong relationship management, sales, and business development
skills
- Thorough knowledge of Wealth Management private banking products
and services, including credit processes and policies
- Thorough knowledge of U.S. Bancorp brokerage, trust and
investment products and services
- Strong competency in Financial Planning
- Strong lending skills
- Demonstrated expertise in ability to engage in wealth discussions
with clients to drive strong increase in book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking and presentation skills
Benefits:--
Take care of yourself and your family with U.S. Bank employee
benefits. We know that healthy employees are happy employees, and
we believe that work/life balance should be easy to achieve. That's
why we share the cost of benefits and offer a variety of programs,
resources and support you need to bring your full self to work and
stay present and committed to the people who matter most - your
family. Learn all about U.S. Bank employee benefits, including
tuition reimbursement, retirement plans and more, by
visitingusbank.com/careers . EEO is the Law
Applicants can learn more about the company's status as an equal
opportunity employer by viewing the federal EEO is the Law poster.
E-Verify U.S. Bank participates in the U.S. Department of Homeland
Security E-Verify program in all facilities located in the United
States and certain U.S. territories. The E-Verify program is an
Internet-based employment eligibility verification system operated
by the U.S. Citizenship and Immigration Services. Learn more about
the--E-Verify program . Posted 2 Days Ago Full time 2021-0006260
About Us Our 74,000 employees work across departments to help our
millions of retail, business, wealth management, payment,
commercial and corporate, and investment services customers across
the country and around the world turn their dreams into reality.
Our employees are empowered to create change and drive our future,
and we pride ourselves on diligently and ethically upholding U.S.
Bank's best-in-class financial record and legacy of more than 150
years in banking. Most importantly, we put people first,
cultivating and treasuring meaningful relationships with the
customers we serve, the colleagues we support and the communities
where we live and work.
Keywords: U.S. Bank, Los Angeles , Wealth Management Banker - Wilshire Bundy, Executive , Los Angeles, California
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Executive JobsManager, Performance Analytics Description: Current Living Spaces Employees: Please apply via your internal Workday Account. br br Living Spaces is a growing home furnishing brand and we continue to open new locations. We know in order to stay (more...) Company: Living Spaces Location: La Mirada Posted on: 02/27/2021 Director Supply Chain Strategy Description: Current Living Spaces Employees: Please apply via your internal Workday Account.Living Spaces is a growing home furnishing brand and we continue to open new locations. We know in order to stay current (more...) Company: Living Spaces Location: La Mirada Posted on: 02/27/2021 Director of Digital & eCommerce Apply to This Job Description: Company: Wholesaling, Fountain Valley, CA Remarks: The Director, Digital and eCommerce will be responsible for building, leading and executing our digital and eCommerce strategy. The role will support (more...) Company: ExecuNet Location: Fountain Valley Posted on: 02/27/2021 UX Manager Description: E2 Consulting Engineers, Inc. E2 is a professional services firm established in 1988 specializing in a full spectrum of engineering services including, project engineering and design, federal base operations (more...) Company: E2 Consulting Engineers, Inc Location: Rosemead Posted on: 02/27/2021 Associate Director of Regulatory Affairs Description: Added 2 days ago Associate Director of Regulatory Affairs New Location Cypress , California Category R D 85000 - 125000 Job Type Direct Hire DescriptionAjilon is hiring for an Associate Director (more...) Company: Ajilon (TRAK Companies) Location: Cypress Posted on: 02/27/2021 Assistant Salon Manager - Old Ranch Town Center Description: Assistant Salon ManagerGot shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let s talk Maybe you re a stylist who wants more Company: Great Clips Location: Covina Posted on: 02/27/2021 Director of Network Affordability - Telecommute in Southern CA Description: Sr. Director of Network Affordability - Telecommute in Southern CA We're creating opportunities in every corner of the health care marketplace to improve lives while we're building careers. At UnitedHealth (more...) Company: UnitedHealth Group Location: Cypress Posted on: 02/27/2021 Executive Director, Asset Protection Description: The Executive Director, Asset Protection is responsible for the company's Asset Protection function, protecting the company's integrity, people, processes, and assets from harm and loss. This position (more...) Company: Panda Restaurant Group, Inc Location: Rosemead Posted on: 02/27/2021 Warehouse Manager (Garden Grove/Moreno Valley) Description: Warehouse Manager Garden Grove/Moreno Valley Cypress, CA / KushCo Holdings, Inc. - Warehouse Distribution / The successful candidate must have positive experience in leading teams in a very fast paced (more...) Company: KushCo Holdings, Inc. Location: Cypress Posted on: 02/27/2021 Director Supply Chain Strategy Description: Current Living Spaces Employees: Please apply via your internal Workday Account. br br Living Spaces is a growing home furnishing brand and we continue to open new locations. We know in order to stay (more...) Company: Living Spaces Location: La Mirada Posted on: 02/27/2021 |