Service Relationship Manager-Personal Trust
Service Relationship Manager-Personal Trust
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$ 86660 - 148560
1 Vacancy
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.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.
Under limited supervision responsible for servicing assigned Trust Department related accounts including but not limited to investment agency various types of trusts IRAs and custodial accounts. Responsible for the retention development and expansion of multilevel relationships for existing high net worth clients leading to the growth of assets and revenues. Responsible for providing wealth planning concepts and solutions acting as a consultant for internal partners and profiling for crossselling opportunities. In addition to these duties a primary responsibility to independently develop and close on new business with existing clients external prospects and referrals from centers of influence.Job Accountabilities
- Independently or in collaboration with other partners create and/or coordinate specific sales proposals to generate new business. In addition build and expand referral source opportunities both internally and externally. Maintain active pipeline using Salesforce application.
- Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning retirement planning investment management risk management and charitable planning.
- Profile existing customer base and that of Service Administrators for additional financial service needs in order to identify crossselling opportunities through referrals to internal partners within and/or outside of Wealth Management.
- Participate in community and business functions/groups to ensure a positive image for the bank within the regions marketplace. Establish referral contacts within the community.
- Perform administrative duties of assigned accounts including completion of annual account reviews reviewing client correspondence and processing requests for information scheduling appointments preparing and saving documents in Nautilus approving bills and other account distributions processing discretionary payment requests reviewing and coordinating investment cash flow needs with the investment officer and managing client fees.
- Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal regulatory and tax developments.
- Review and analyze estate planning documents including revocable and irrevocable trusts wills real estate agency agreements and custody agreements to determine effective administration and compliance with documented provisions. Work with third party professional advisors to coordinate the clients estate plan.
- Potentially supervise the activities and development of assigned Support Staff or Officers to ensure sales goals and customer service standards are met.
Required Education
Bachelors Degree or equivalent combination of education and experience Business Finance or Accounting
Required Experience
7 years Business development or Personal Trust relationship management.
10 years High level client management within the financial services/investment management industry. Understanding of estate planning concepts fiduciary administration taxes financial planning and discretionary asset management.
10 years Demonstrated success in planning organizing and executing on investment agency institutional and personal trust sales within a dynamic financial services organization.
Developing a strong network of internal and external referral sources.
10 years Sales and client management success. Understanding of internal banking partners their functions and business line products. Team environment utilizing partners to develop and deliver financial solutions.
Preferred Licenses and Certifications
CFPCertified Financial Planner by start date
CPA Certified Public Accountant by start date
CFACharted Financial Analyst by start date
CTFACertified Trust and Financial Advisor by start date
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 diversityfocusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including wellbeing programs and incentives parental leaveanemployee 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 onFacebookLinkedInandX.
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 Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated BancCorp is an Affirmative Action andEqual Opportunity Employer. Associated BancCorp participates in the EVerify Program. EVerify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$86660.00 $148560.00 per yearRequired Experience:
Manager
Employment Type
Full-Time
