WM Affluent Banker

U.S. Bank National Association
Phoenix, AZ
WM Affluent Banker Location Phoenix, AZ (South Mountain area) :

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. 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

EEO is the Law

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.

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.

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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,485.00 - $84,100.00 - $92,510.00
Posted 2025-11-03

Recommended Jobs

Lead Others, Care for Patients, Make a Difference - NNP Supervisor in Tucson, AZ

Banner Health
Tucson, AZ

Lead Others, Care for Patients, Make a Difference - NNP Supervisor in Tucson, AZ Banner University Medical Group is seeking an experienced Neonatal Nurse Practitioner Supervisor who will join the D…

View Details
Posted 2025-10-22

General Manager

Sonic Drive-In
Tucson, AZ

It’s the dream job you never have to wake up from. At SONIC, you’ll whistle while you work, gaining a sense of accomplishment along the way. You’ll interact with fantastic people, earn great pay, spo…

View Details
Posted 2025-10-20

Shift Leader

S & J Foods LLC
Gilbert, AZ

Job Description Job Description We are seeking a Shift Leader to join our team! You will be responsible for overseeing and coordinating the activities of the retail sales team. Responsibilitie…

View Details
Posted 2025-09-14

Part Time Car Wash Attendant

Hertz
Phoenix, AZ

We are looking for Part Time Car Wash Attendants who take pride in their work and drive customer satisfaction. If this is, you and you’re ready for your next destination then you have cruised to th…

View Details
Posted 2025-10-09

Outside Sales Associate

Life Matters
Chandler, AZ

We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who c…

View Details
Posted 2025-10-22

Project Scheduler

GCON Management Company LLC
Phoenix, AZ

GCON is seeking a Project Scheduler to join our innovative, people-focused construction team! If you’re an experienced scheduler with hands-on field knowledge and a passion for leveraging technology t…

View Details
Posted 2025-08-06

Appliance Repair Technician - Phoenix

Home Alliance
Phoenix, AZ

Are you a professional appliance repair technician looking for a new opportunity? Are you tired of inconsistent schedules? Want to spend more time with friends and family? Then this opportunity is fo…

View Details
Posted 2025-09-01

Executive Chef - Country Club

Steelhead Hospitality
Scottsdale, AZ

Executive Chef - Country Club Scottsdale, AZ We are seeking a talented Executive Chef to lead all culinary operations at one of Scottsdale’s premier country clubs. This is an exceptional opportunity…

View Details
Posted 2025-10-18

Litigation Secretary (5+ years of exp.)

Sonja Cotton & Associates
Phoenix, AZ

Job Description Job Description Litigation Secretary (5+ years of exp.) Are you an experienced litigation secretary with a strong background in Arizona litigation and docketing skills? Sonja Co…

View Details
Posted 2025-10-31

Customer Support Specialist

Carvana
Tempe, AZ

*NEW* Customer Care Advocate Position Ready to build your career? Join our team of Advocates working in person at our Tempe headquarters! As a Customer Care Advocate you'll be revolutionizing t…

View Details
Posted 2025-09-22