Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
U.S. Bank

WM Affluent Banker

U.S. Bank

Wealth Management Banker handling affluent client relationships at U.S. Bank.

Posted 7/29/2026full-timeMilwaukee • Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $80,280 - $98,120 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing affluent client relationships within Wealth Management, providing tailored financial solutions and ensuring a high-quality client experience. Holds relevant licenses and possesses a strong understanding of client needs in private banking.

Highest-signal resume keywords
Wealth ManagementClient Relationship ManagementSeries 6-63 LicenseSeries 7-63 LicenseFinancial Services Experience

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Certifications & Qualifications
Bachelor's DegreeSeries 6-63 LicenseSeries 7-63 License
Industry Keywords
Affluent Client ExperiencePrivate BankingFinancial SolutionsClient Needs AssessmentU.S. Bank Products and Services

About the role

Key responsibilities & impact
  • Responsible for the overall affluent client experience
  • Ensure collaboration of relevant entities to deliver U.S. Bank products and services
  • Develop, manage, and retain client relationships for Affluent Wealth Management
  • Provide expert advice and counsel in affluent wealth banking client relationships
  • Focus on understanding clients’ needs and goals to recommend product and service solutions

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • 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