WM Affluent Banker - El Cajon, CA
Company: U.S. Bank
Location: El Cajon
Posted on: April 2, 2026
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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 Affluent Wealth
Management Banker 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. Basic Qualifications - Bachelor's
degree, or equivalent work experience - Five or more years of
experience in Wealth Management private banking and/or senior level
financial services experience - Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience - Strong relationship management,
sales, and business development skills - Moderate understanding of
Wealth products and offerings - Strong competency in Financial
Planning - Demonstrated expertise in ability to engage in wealth
discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills - Ability to
make critical decisions independently - Effective writing, speaking
and presentation skills 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. 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: 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 Review our full benefits available
by employment status here . 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: $98,345.00 - $115,700.00 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.
Keywords: U.S. Bank, Vista , WM Affluent Banker - El Cajon, CA, Accounting, Auditing , El Cajon, California
