Private Banker
Company: Associated Bank - Corp
Location: Milwaukee
Posted on: April 28, 2024
Job Description:
At Associated Bank we strive to create an inclusive culture
where different perspectives are valued and recognized as strengths
critical to our success. If you thrive in an environment where your
growth and development are encouraged and supported, then
Associated Bank may be the right place for you.This position is not
eligible for 100% remote work, but will have some work from home
flexibility.Due to work requirements, candidates must be located in
the Milwaukee area.We invite you to view the opportunity
below.Primary focus will concentrate on outbound sales 50% percent
of the time to attract new client relationships and health care
practices to the bank. Build and maintain relationships with a
large network of contacts and leverage centers of influence in
order to facilitate new business production. Work closely with
sales or relationship management team members in other business
lines to develop relationships and ensure retention of total client
assets and net growth in relationships for high net worth clients.
Partner with a private banking account executive who will be
responsible for expanding and deepening existing customer
relationships by identifying customers' needs comprehensively and
matching their needs with selections and resources within the
colleague's assigned business line and across all business lines of
Associated.This position requires a credit check per 12 CFR Chapter
X, Part 1026, Truth in Lending, Regulation Z.This person will
also:
- Initiate new business opportunities for the bank by building
and expanding internal and external referral sources.
- Responsible for profitable loan and deposit growth through lead
lists, client portfolio and centers of influence to grow market
share, as well as retain/grow existing portfolio. Client and
prospect calling activity consists of telephone and in person
calling.
- Proactively maintain asset quality of loan portfolio through
managing loan renewals, monitoring financial statements and
maintaining current loan ratings monitoring covenant
compliance.
- Provide financial advice and counsel to clients and prospective
clients regarding trends and conditions of the business environment
and general banking trends though bank approved sources.
- Actively participate in community and business functions/groups
to promote the image of the Bank as an integral member of the
community, committed to the goals and interests of the community.
Establish referral contacts within the community.Review the
qualifications listed below:Education
- Bachelor's Degree or equivalent combination of education and
experience inBusiness, Finance, Accounting, or related field.
RequiredExperience
- 7-10 yearsof Sales experience. Strong knowledge of all banking
products. Strong business development experience. Complexity-High.
Advanced credit skills. RequiredLicenses and Certifications
- CWS-Certified Wealth Strategist within 2 years. Required
- Must have access to reliable transportation and the ability to
lawfully drive self, if applicable.In addition to core traditional
benefits, we take pride in offering benefits for every stage of
life.
- Retirement savings including both 401(k) and Pension
plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our
diversity-focusedColleague Resource Groups.
- Competitive salaries with professional development and
advancement opportunities.
- Bonus benefits including well-being programs and incentives,
parental leave,anemployee stock purchase plan, military benefits
and much more.
- Personal banking, loan, investmentand insurance
benefits.Associated Bank serves more than 120 communities
throughout Wisconsin, Illinois and Minnesota and we consider our
colleagues critical to our continued success. See why our
colleagues continually vote us a best place to work in the
Midwest.Join our community on,and.Compliance StatementAssociated
Bank is an equal opportunity employer committed to creating a
diverse workforce. We support a work environment where colleagues
are respected and given the opportunity to perform to their fullest
potential. We consider all qualified applicants without regard to
race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, among
other factors.Fully complies with all applicable enterprise
policies and procedures. Acts in compliance with all applicable
laws and regulations as outlined in training materials, including
but not limited to Bank Secrecy Act. Responsible for reporting
suspicious activity to Financial Intelligence. Responsible to
report all customer complaints as prescribed and procedure
violations to management or HR. Responsible to report ethical
concerns as needed to Associated Bank's anonymous Ethics
Hotline.Associated Bank provides additional assistance to
individuals with disabilities throughout the application &
interview process. Please contactif you need an accommodation at
any time during the interview process.Associated Banc-Corp is an
Affirmative Action and. Associated Banc-Corp participates in the
E-Verify Program. E-Verify Notice. Know Your Right to
Workor.Associated Bank iscompliant.
Keywords: Associated Bank - Corp, West Allis , Private Banker, Other , Milwaukee, Wisconsin
Didn't find what you're looking for? Search again!
Loading more jobs...