Private Banker

Company: Associated Bank - Corp
Location: Milwaukee
Posted on: May 14, 2025

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.We invite you to view the opportunity below.The Private Banker is responsible for expanding and deepening 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. Provide financial expertise on Associated products and services to high net worth clients. 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. Ensure that the client is assigned to the right relationship manager or specialist that can best meet the clients' financial needs.This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.This person will also:

• Develop financial expertise and familiarity with the bank'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.
• Be 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.
• Be 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.
• Initiate new business opportunities for the bank by building and expanding internal and external referral sources.
• 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, or Accounting. RequiredExperience
    • 4-7 years Sales with strong knowledge of all banking products. Strong business development. 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. by start date. RequiredIn 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 leave,anemployee 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 onFacebook,LinkedInandX.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 throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. 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.$88,760.00 - $152,160.00 per year

Keywords: Associated Bank - Corp, Oak Park , Private Banker, Other , Milwaukee, Illinois