Private Banker

About the role

Join 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.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• Access to reliable transportation and the ability to lawfully drive self, if applicable, by start date.

Skills

• Financial expertise across Associated Bank products and services.
• Strong business development experience.
• Advanced credit skills.
• Ability to manage portfolio quality and ensure compliance with bank policies and regulations.
• Effective communication and relationship-building skills.
• Ability to identify and match client financial needs with appropriate solutions.
• Proactive and effective networking and referral building.

Benefits

• 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.

Pay

$95,060.00 - $162,960.00 per year

Schedule

Full-time