Role SummaryAs 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 & ExperienceRequired- Bachelor's 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 You'll Love Working HereJoin 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 Bank's products and services.
Apply today to make an impact.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.
$95,060.00 - $162,960.00 per year
