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Private Banker
Location:
Milwaukee, WI
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 XXXX@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.
Company:
Disability Solutions
Posted:
March 20 on TopUSAJobs
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More About this Listing: Private Banker
Private Banker is a Banking Jobs Banker Job at Disability Solutions located in Milwaukee WI. Find other listings like Private Banker by searching Oodle for Banking Jobs Banker Jobs.
Private Banker is a Banking Jobs Banker Job at Disability Solutions located in Milwaukee WI. Find other listings like Private Banker by searching Oodle for Banking Jobs Banker Jobs.