Private Banker
Company: Disability Solutions
Location: Milwaukee
Posted on: April 19, 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 in Business, Finance, Accounting, or related field.
RequiredExperience
- 7-10 years of 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-focused Colleague Resource Groups.
- Competitive salaries with professional development and
advancement opportunities.
- Bonus benefits including well-being programs and incentives,
parental leave, an employee stock purchase plan, military benefits
and much more.
- Personal banking, loan, investment and 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 Facebook, LinkedIn and X.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 contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
Associated Banc-Corp participates in the E-Verify Program. E-Verify
Notice English or Spanish. Know Your Right to Work English or
Spanish.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, West Allis , Private Banker, Other , Milwaukee, Wisconsin
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