WM Affluent Banker - Los Feliz, CA
Company: U.S. Bank
Location: Los Angeles
Posted on: September 21, 2023
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Job Description:
WM Affluent Banker - Los Feliz, CA page is loaded WM Affluent
Banker - Los Feliz, CA Apply locations Los Angeles, CA time type
Full time posted on Posted 2 Days Ago job requisition id
2023-0025697 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.Job Description 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, and have consistently been recognized as one of the
world's Most Admired Companies. With a diversified business mix and
industry leading debt ratings, U.S. Bank is strong and stable, and
committed to our clients and employees. U.S. Bank Wealth Management
is uniquely positioned for growth and are making significant
investments to expand our affluent banker base and deliver an
outstanding client experience. With a collaborative team structure,
strong leadership support, a rich product portfolio and exceptional
prospecting opportunities, we empower you to grow and build a
rewarding career. 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. 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. Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Up to three years of experience in Wealth Management private
banking or financial services
- Series 6-63 or Series 7-63 licenses Preferred
Skills/Experience
- Strong relationship management, sales, and business development
skills
- Basic understanding of Wealth products and offerings
- Basic competency in Financial Planning
- Ability to engage in wealth discussions with clients in order to
increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills 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. If
there's anything we can do to accommodate a disability during any
portion of the application or hiring process, please refer to our -
disability accommodations for applicants . Learn howthe way we work
at U.S. Bank drives meaningful relationships with our customers and
collaboration across the company. Benefits: -Our approach to
benefits and total rewards considers our team members' whole selves
and what may be needed to thrive in and outside work. That's why
our benefits are designed to help you and your family boost your
health, protect your financial security and give you peace of mind.
Our benefits include the following (some may vary based on role,
location or hours):
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Keywords: U.S. Bank, Los Angeles , WM Affluent Banker - Los Feliz, CA, Other , Los Angeles, California
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