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Wealth Management Banker - (Orland Hills, IL)

The Legacy Wealth Management Banker (WMB) is responsible for the overall affluent client background, 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 Metro PCG Wealth Management. Provides expert advice and counsel in the area of private banking client relationships. The WMB is responsible for leading the development of deep, advisory relationships with PCG clients through proactive contact of assigned and prospective affluent clients. The WMB will focus on building an understanding of their clients, needs and goals, in order to recommend product and service solutions with a focus on advocating for their clients needs and growing revenue for U.S. Bank.


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Posted in Orland Hills, IL, Accounting & Finance
From American Listed - 1 month ago