Talent.com
WM Affluent BankerCategorySales & Relationship ManagementJob Id2025-0023451LocationPhoenix, AZ, United StatesPosting Start Date09 / 25 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

WM Affluent BankerCategorySales & Relationship ManagementJob Id2025-0023451LocationPhoenix, AZ, United StatesPosting Start Date09 / 25 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

US BankPhoenix, AZ, US
18 days ago
Job type
  • Full-time
Job description

Wealth Management Banker

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 atall from Day One.

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. 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 - 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

Create a job alert for this search

Relationship • Phoenix, AZ, US

Related jobs
  • Promoted
Financial Analyst

Financial Analyst

Vaco by HighspringRio Verde, Arizona, United States
Permanent
Vaco is seeking a Financial Analyst for a growing organization located in Tempe, Arizona!.What stands out about this role?. Attractive Benefits & Flexibility.Robust benefits program, Hybrid flexibil...Show moreLast updated: 5 days ago
  • Promoted
Remote Commercial Banking Analyst - AI Trainer

Remote Commercial Banking Analyst - AI Trainer

Data AnnotationMaricopa, Arizona
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
  • Promoted
Branch Relationship Banker (Personal Banker) - Biltmore / Phoenix (AZ)

Branch Relationship Banker (Personal Banker) - Biltmore / Phoenix (AZ)

BankTalent HQPhoenix, AZ, United States
Full-time
At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show moreLast updated: 30+ days ago
  • Promoted
Private Banker III

Private Banker III

Busey BankPhoenix, AZ, United States
Full-time
The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activi...Show moreLast updated: 30+ days ago
  • Promoted
Inbound Sales Representative

Inbound Sales Representative

EchoStarMARICOPA, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Inbound Sales Representative - Uncapped Commission

Inbound Sales Representative - Uncapped Commission

EchoStarMARICOPA, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Inbound Sales Representative - Entry Level

Inbound Sales Representative - Entry Level

EchoStarMARICOPA, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Sales Representative (Base + Uncapped Commission)

Sales Representative (Base + Uncapped Commission)

EchoStarMARICOPA, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Inbound Sales Representative - Paid Training Provided

Inbound Sales Representative - Paid Training Provided

EchoStarMARICOPA, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Sales Representative - Uncapped Commission

Sales Representative - Uncapped Commission

EchoStarCASA GRANDE, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago
  • Promoted
Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

BankTalent HQPhoenix, AZ, United States
Full-time
At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show moreLast updated: 14 days ago
  • Promoted
Wealth Management Affluent Banker

Wealth Management Affluent Banker

U.S. BancorpPhoenix, AZ, US
Full-time
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 ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Vaco by HighspringRio Verde, Arizona, United States
Permanent
Vaco is seeking a Senior Financial Analyst.What stands out about this role?.Attractive Benefits & Flexibility.Enjoy competitive compensation, a comprehensive benefits package, and hybrid work sched...Show moreLast updated: 30+ days ago
  • Promoted
WM Affluent Banker

WM Affluent Banker

U.S. BancorpPhoenix, AZ, US
Full-time
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 b...Show moreLast updated: 19 days ago
  • Promoted
Treasury Analyst- Tempe, AZ!

Treasury Analyst- Tempe, AZ!

Vaco by HighspringMaricopa, Arizona, United States
Full-time
Vaco Phoenix is currently assisting a company in Tempe on their search for a Treasury Analyst.The Treasury Analyst will own and manage the cash handling process as well as monitoring and enforcing ...Show moreLast updated: 14 days ago
  • Promoted
Relationship Banker II - 43rd & Peoria

Relationship Banker II - 43rd & Peoria

Vantage West Credit UnionGlendale, AZ, United States
Full-time
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all bran...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker

Relationship Banker

ComericaPhoenix, AZ, US
Full-time
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show moreLast updated: 30+ days ago
  • Promoted
Sales Representative - Rewarding Work

Sales Representative - Rewarding Work

EchoStarCASA GRANDE, Arizona, United States
Full-time
Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...Show moreLast updated: 3 days ago