Regional Director of Private Banking
Milwaukee, WI - USA
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.
The Regional Director of Private Banking is a senior leader responsible for executing the business development revenue growth client engagement and performance strategy for the Private Banking business within an assigned region. This role leads Private Banking Group Managers and their teams driving consistent execution of sales strategies client management practices and risk standards across markets. The Regional Director is accountable for regional performance outcomes including asset growth deposit growth and fee income generation. Under functional guidance from the Senior Director of Private Banking this role translates business strategy into disciplined regional execution ensuring alignment across markets while strengthening client relationships and referral networks. The Regional Director may engage as a secondary relationship leader on select high net worth client relationships supporting business development and retention efforts.Regional Business Performance
- Own regional performance with accountability for asset growth revenue generation client retention and relationship expansion across assigned markets.
- Execute business strategies and performance expectations established by Private Banking leadership.
- Monitor and drive key performance metrics (e.g. deposits loans fee income pipeline activity and client retention).
Sales Leadership & Business Development
- Drive disciplined execution of business development strategies through Private Banking Group Managers and their teams.
- Reinforce expectations for pipeline management client acquisition and relationship deepening across all markets.
- Support and participate in key client and prospect opportunities to advance regional growth and retention.
Leadership & Team Effectiveness
- Lead and develop Private Banking Group Managers providing coaching direction and performance management to drive leader and team effectiveness.
- Ensure strong leadership practices across teams including goal setting accountability and talent development.
- Drive consistency in execution culture and client service standards across markets.
Client & Market Engagement
- Maintain strong presence across the region engaging with high net worth clients centers of influence and key referral partners.
- Serve as a secondary point of contact on select complex or high-value client relationships to support relationship continuity and growth.
- Strengthen market positioning by identifying opportunities and supporting local execution strategies.
Cross-Functional Partnership
- Partner with Wealth Management Commercial Banking Consumer Banking Mortgage and other business lines to deliver integrated client solutions.
- Reinforce cross-sell behaviors and collaboration across teams to maximize relationship value.
- Support alignment of Private Banking activities with broader bank initiatives and strategies.
Risk Management & Credit Oversight
- Ensure adherence to credit regulatory and risk management standards across the regional portfolio.
- Provide oversight and guidance on credit quality portfolio management and compliance practices.
- Reinforce a strong risk culture and ensure alignment with enterprise policies and procedures.
What youll bring:
Bachelors Degree or equivalent combination of education and experience in Business Finance Accounting or related field
Masters Degree or relevant advanced degree Business Finance Accounting or related field preferred
12 years of progressive experience in private banking commercial banking wealth management or related financial services.
12 years of demonstrated success in business development client relationship management and revenue growth in a banking environment.
10 years of leadership experience managing managers or senior individual contributors across multiple teams or markets.
10 years of proven ability to execute sales strategies and drive performance across a defined region or business segment.
10 years of strong knowledge of credit risk management and regulatory requirements in a banking environment.
Licenses and certifications-Preferred.
CTFA-Certified Trust and Financial Advisor CTFA-Certified Trust and Financial Advisor
CFP-Certified Financial Planner CFP-Certified Financial Planner
CWS Certified Wealth Strategist
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.
$191800.00 - $328800.00 per year
Required Experience:
Director
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.