Private Banking Executive

Job title:

Private Banking Executive

Company

Associated Bank

Job description

Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.

Primary focus will concentrate on outbound sales fifty 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. Assist in building loans, deposits, fee income, overall asset growth and financial planning. This will be accomplished by acting as a portal across Associated bringing together the right resources, providing convenience to clients, and providing organization wide tailored solutions to 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.Job Accountabilities • 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. • Develop financial expertise and familiarity with Associated’s products and services to ensure a superior customer service experience for the client. Provide a service level that consistently exceeds the expectations of the client. • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients’ needs and matching those needs to solutions within the business line & across all business lines of the Bank. • Proactively maintain asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings monitoring covenant compliance. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as all applicable regulatory guidelines. • Establish good working rapport and creditability with other coworkers. Demonstrate ability to be a value added, complimentary member of the team. Support team selling initiatives, partnership activities, and cross business line referral objectives. • 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. Education • Bachelor’s Degree or equivalent combination of education and experience Business, Finance, Accounting Required Experience • 7-10 years Sales experience. Strong knowledge of all banking products. Strong business development experience. Complexity-High. Advanced credit skills. Required Licenses 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. by start date Required

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 , and .

Compliance Statement

Associated 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 if 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 Work or .

Associated Bank is compliant.

Expected salary

Location

Milwaukee, WI

Job date

Sat, 23 Dec 2023 08:38:49 GMT

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