BDO - Workplace Financial Solutions

About the role

As a Business Development Officer – Workplace Financial Solutions, you will drive growth by building and expanding relationships across your assigned territory. You’ll generate new business, strengthen internal partnerships, and deliver financial education to employers and employees.

Responsibilities

• Drive new business by generating leads through cold outreach, networking, and community engagement.
• Build and manage referral pipelines from internal partners across Retirement Plan Services, Treasury Management, and Corporate Banking & Wealth Management.
• Partner with branch teams to deliver compelling employer and employee presentations that convert opportunities into new relationships.
• Develop and maintain Centers of Influence to expand market presence and achieve checking production goals.
• Coach and support frontline teams through training, observation, and skill development to strengthen program execution.
• Collaborate with district leadership to plan and execute events that drive household growth and brand awareness.
• Manage and nurture existing client relationships to deepen engagement and identify new opportunities.

Requirements

Required Education & Experience:

• Bachelor’s degree in Business, Finance, or equivalent experience
• 2+ years of business-to-business development experience
• 5+ years of experience in a sales-driven environment

Required Experience:

• Valid driver’s license and reliable transportation

Preferred Experience

• In financial services or workplace banking solutions
• Proven track record of meeting or exceeding sales targets

Qualifications

Preferable Experience:

• Experience in financial services or workplace banking solutions
• Proven track record of meeting or exceeding sales targets

Skills

• Strong communication and interpersonal skills
• Ability to build and maintain relationships
• Effective presentation and coaching abilities

Benefits

At Associated Bank, you’ll be part of a collaborative culture that values relationship-building, community impact, and professional growth. You’ll gain exposure across multiple business lines while developing your sales and leadership skills. Your work will directly help individuals and businesses achieve financial well-being.

Pay

$61,880.00 - $106,080.00 per year

Schedule

N/A