In a bid to attract more mass-affluent clients, U.S. Bank is calling on bankers and advisors to work in teams.
The bank's Private Client Group, which provides retail banking services to clients with more than $100,000 in assets, is rolling out a strategy to pair its private bankers with financial advisors in U.S. Bancorp Investments, the bank's brokerage arm. So far, the bank has established 14 teams—each consisting of a private banker, an investment relationship manager, and a private client associate—in Milwaukee, Denver and Seattle.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access