Wm Affluent Associate - Bloomington, United States - U.S. Bank National Association

U.S. Bank National Association

Verified Company

Bloomington, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

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.

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifthlargest 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 Associate in the affluent segment provides sales, processing, operational, administrative, and customer service support to the U.S. Bancorp Investments Wealth Management Advisor team with responsibilities for meeting the needs of the client in Wealth Management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements.

Basic Qualifications

High school diploma or equivalent (Bachelor's degree preferred)
Five or more years of banking and investment industry experience
Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses

Preferred Skills/Experience

Strong knowledge of the financial services industry, specifically with banking, investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements
Experience with the policies, processes and procedures of the brokerage and banking industries, FINRA, SEC, OCC and applicable banking regulations ensuring regulatory standards are met for all applicable regulatory bodies
Strong understanding of the PBRM / IRM business model, needs and key drivers as well as the sales process
Considerable knowledge of internal administrative, compliance and operational procedures
Excellent communication, organization, problemsolving, prioritization, followup and relationship building skills

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
Shortterm and longterm disability
Pregnancy disability and parental leave
401(k) and employerfunded 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.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.