Associated 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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: careers@associatedbank.com

Job Summary
Critical to the retention and cross selling process for Private Banking Clients. Ensure the client is fully aware of all services provided and the client receives best-in-class service from all resources to fulfill their needs and exceed their expectations. 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 Bank. Provide financial expertise on bank 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. Partner as a team with the Private Banking Executive to assist in building loans, deposits, fee income, overall asset growth and financial planning. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Job Accountabilities

• 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.
• 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.
• 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.
• 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.
• Initiate new business opportunities for the bank by building and expanding internal and external referral sources.
• 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, Accounting Required

• 2-4 years Sales experience. Strong knowledge of all banking products. Strong business development experience. Complexity-Moderate. Moderate credit skills. Required

• 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, Required

Compliance Statement
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's anonymous Ethics Hotline.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.

Associated Bank is committed to working diligently with any colleague who needs an accommodation perform the essential functions of the job. Please contact the Leaves & Accommodations office to request an accommodation.