Private Banker
Job Location:
Milwaukee, WI - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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. Associated Bank conducts a thorough background check on all new hires.
Role Summary
As a Private Banker you will expand and deepen relationships with high-net-worth clients by identifying their financial needs and connecting them with tailored lending deposit fee income asset growth and financial planning solutions. You will serve as a relationship portal across Associated Bank partnering with internal specialists and relationship teams to deliver a coordinated client experience and support growth in total client assets. This role is responsible for strengthening client retention developing new business and ensuring clients are connected with the right relationship manager or specialist to meet their financial needs.
Key Accountabilities
Develop financial expertise across Associated Bank products and services to deliver a client experience that consistently exceeds expectations.
Drive profitable loan and deposit growth through client portfolios lead lists centers of influence and proactive telephone and in-person calling activity.
Grow assets under management by developing new business with existing clients and prospective customers.
Expand and deepen client relationships by identifying comprehensive financial needs and matching those needs to solutions within the assigned business line and across the bank.
Manage portfolio quality by overseeing loan renewals monitoring financial statements maintaining current loan ratings and supporting covenant compliance.
Ensure portfolio administration and risk management align with Associated Banc-Corp credit policy procedures business strategy and applicable regulatory guidelines.
Build and expand internal and external referral sources to initiate new business opportunities for the bank.
Partner effectively with coworkers and business line partners to support team selling partnership activities and cross-business-line referral objectives.
Education & Experience
Required
Bachelors degree in Business Finance Accounting or equivalent combination of education and experience.
4 years of sales experience with strong knowledge of banking products strong business development experience high-complexity relationship management and advanced credit skills.
Certified Wealth Strategist certification within 2 years.
Access to reliable transportation and the ability to lawfully drive self if applicable by start date.
Why Youll Love Working Here
Join a relationship-focused team where your financial expertise helps high-net-worth clients navigate important banking lending and planning decisions. You will have the opportunity to partner across business lines build meaningful client relationships and contribute to growth in the Milwaukee market while developing deep knowledge of Associated Banks products and services.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties including but not limited to people returning to the workforce people with disabilities those without a college degree and veterans or those with military experience.
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 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 Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the 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 Banc-Corp participates in the E-Verify Program. E-Verify 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.
For certain positions total compensation may also include incentive commission or bonus opportunities not reflected in the posted base pay range.
$95060.00 - $162960.00 per year
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.
