Teams at US Bank

Provide comprehensive, goals-based wealth planning—lifestyle, protection, philanthropic, tax, business transition, and estate planning. Use planning software and customizable deliverables to build tailored solutions, partner with relationship teams to support new client opportunities, and work directly with clients or alongside senior team members.

Advise affluent clients on investment, insurance, and wealth planning; construct goals-based portfolios using internal and external investment solutions; deliver investment strategy, research, due diligence, and trust/portfolio management; generate new business and maintain client relationships while coordinating with team for holistic wealth management services.

Manage a portfolio of small business clients ($500K–$2.5M revenues), prospect for new customers, design lending and deposit solutions, perform credit underwriting and portfolio risk management, collaborate with internal teams, ensure regulatory and compliance adherence, and engage in community business development to grow revenue and client outcomes.