Private Banker

ASSOCIATED BANK NA • Milwaukee, WI • 1h ago

JOB REQUIREMENTS: 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. Associated Bank conducts a thorough background check on all new hires. Role Summary As 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 & Experience Required Bachelor\'s degree in... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/B77D20A2672A43AF

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