Talent.com
WM Affluent Banker
WM Affluent BankerU.S. Bank • Wauwatosa, WI, United States
WM Affluent Banker

WM Affluent Banker

U.S. Bank • Wauwatosa, WI, United States
1 hour ago
Job type
  • Full-time
Job description

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

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
  • 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.

    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) :

  • 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
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    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.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $75,820.00 - $89,200.00

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and / or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Posting may be closed earlier due to high volume of applicants.

    Create a job alert for this search

    Banker • Wauwatosa, WI, United States

    Related jobs
    Relationship Banker

    Relationship Banker

    Old National Bank • Milwaukee, WI, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Manager VP

    Business Banking Relationship Manager VP

    Associated Bank - Corp • Brookfield, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Teller (Part Time)

    Teller (Part Time)

    Associated Bank - Corp • Sussex, WI, United States
    Part-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Teller (Part-time)

    Teller (Part-time)

    Associated Bank - Corp • Twin Lakes, WI, United States
    Part-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    Qualified Recruiter, LLC • Milwaukee, WI, United States
    Full-time
    Performs various sales activities approximately 80% of the time.Maximize customer sales opportunities by cross selling accounts and services as appropriate. Expands portfolio relationships with high...Show more
    Last updated: 1 day ago • Promoted
    Assistant Bank Manager

    Assistant Bank Manager

    Associated Bank - Corp • Waukesha, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    WM Affluent BankerCategorySales & Relationship ManagementJob Id2025-0027927Posting Start Date11 / 18 / 2025Anticipated Posting End Date12 / 12 / 2025Job TypeFull timeJob available in 2 locationsWauwatosa, WI, United StatesMilwaukee, WI, United States

    WM Affluent BankerCategorySales & Relationship ManagementJob Id2025-0027927Posting Start Date11 / 18 / 2025Anticipated Posting End Date12 / 12 / 2025Job TypeFull timeJob available in 2 locationsWauwatosa, WI, United StatesMilwaukee, WI, United States

    US Bank • Milwaukee, WI, 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 more
    Last updated: 3 hours ago • Promoted • New!
    Banker

    Banker

    Wisconsin Staffing • Milwaukee, WI, US
    Full-time
    Join Associated Bank As A Banker.At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.If you thriv...Show more
    Last updated: 2 days ago • Promoted
    Banker (Bilingual Spanish)

    Banker (Bilingual Spanish)

    Associated Bank - Corp • Milwaukee, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Metal Finisher - 1st Shift (West Bend)

    Metal Finisher - 1st Shift (West Bend)

    Metalcraft of Mayville • West Bend, WI, US
    Full-time
    Metalcraft of Mayville is an Equal Opportunity Employer : Minorities / females / veterans / individuals with disabilities / sexual orientation / gender identity. Metal Finisher - 1st Shift (West Bend).Metalcraf...Show more
    Last updated: 1 day ago • Promoted
    Banker

    Banker

    Associated Bank - Corp • Milwaukee, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Branch Universal Representative

    Branch Universal Representative

    Educators Credit Union • Waukesha, WI, United States
    Full-time
    The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans.Duties...Show more
    Last updated: 16 days ago • Promoted
    Market Relationship Banker

    Market Relationship Banker

    Old National Bank • Greenfield, WI, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Banking Spec II

    Commercial Banking Spec II

    Old National Bank • Milwaukee, WI, United States
    Full-time
    Lending / Commercial / Consumer / Credit.Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the com...Show more
    Last updated: 10 days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Milwaukee, WI, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Private Banker, VP - Private Wealth

    Private Banker, VP - Private Wealth

    Associated Bank - Corp • Milwaukee, WI, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Brake Press Operator - 2nd or 3rd Shift (West Bend)

    Brake Press Operator - 2nd or 3rd Shift (West Bend)

    Metalcraft of Mayville • West Bend, WI, US
    Full-time
    Metalcraft of Mayville is an Equal Opportunity Employer : Minorities / females / veterans / individuals with disabilities / sexual orientation / gender identity. Brake Press Operator - 2nd or 3rd Shift (West Be...Show more
    Last updated: 12 hours ago • Promoted • New!
    Account Executive

    Account Executive

    Staffing Support Specialists • Hartford, WI, United States
    Full-time
    Staffing Support Specialists LLC.We are looking for someone who understands our.We aren't just here for a paycheck, we're here to make a difference. If you like to take initiative and accomplish goa...Show more
    Last updated: 30+ days ago • Promoted