Alison Coacher

Wealth Management Banker

Role: Wealth Management Banker at U.S. Bank
Location: Seattle, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Alison Coacher

As a Wealth Management Banker, I provide personalized service for the daily management of…

Experience

Wealth Management Banker
U.S. Bank
Nov 2016 — Present · Seattle, WA, US
Responsible for developing, managing, and retaining relationships with affluent clients. Assist with lending and personal banking needs, and help clients plan for their financial future. Partner with my relationship team to understand our clients’ current finances and future financial goals. Provide advice and a high level of customer service to our clients.

Skills

Series 7 Investment License
Credit
Banking
Home Equity Lines of Credit
Retail Banking
Deposits
Treasury Management
Small Business Lending
Consumer Lending
Finance
Life & Disability Insurance Licenses
Mortgage Banking
Credit Analysis
Customer Acquisition
Series 63 Investment License
Series 65 Investment License
Lines of Credit
Series 6 Investment License
Investments
Retirement Planning
Commercial Banking
Wealth Management
Loan Origination
Over 13 Years of Experience Managing a Portfolio of Affluent Clients
Portfolio Management
Loans
Branch Banking
Mortgage Lending

Contact information

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Work email
•••••@usbank.com
Personal email
•••••@•••••.com
Direct dial
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Current company

U.S. Bank

Banking · 87K employees · Minneapolis, Minnesota, United States

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.

usbank.com

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