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Private Banker-WMIS

Company: Associated Bank
Location: Madison
Posted on: May 15, 2020

Job Description:

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: colleaguecare@AssociatedBank.com or call: (800) 878-3282.Job SummaryResponsible 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. Provide financial expertise on Associated 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. Assist in building loans, deposits, fee income, overall asset growth and financial planning. This will be accomplished by acting as a portal across Associated, bringing together the right resources, providing convenience to clients, and providing organization wide tailored solutions to clients. Ensure that the client is assigned to the right relationship manager or specialist that can best meet the clients' financial needs.This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Compliance StatementFully 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 Associateds 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.Key Result AreasSalesCross-SellCommunicationTeam SupportCustomer RetentionCommunity InvolvementNew business developmentRegulation and ComplianceJob AccountabilitiesDevelop financial expertise and familiarity with the banks 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 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.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.Initiate new business opportunities for the bank by building and expanding internal and external referral sources.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.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.Other Duties/ResponsibilitiesVolunteer on a local board for a minimum of 40 hours annually. Maintain and grow a book of business with a minimum annual revenue of $1,000,000. Education Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting , RequiredExperience 4-7 years Sales experience. Strong knowledge of all banking products. Strong business development experience. Complexity-High. Advanced credit skills. , RequiredSkillsCustomer Relations ,Analytical ,Ability to Multi Task and Prioritize ,Mathematical ,Operate Office Equipment ,Organizational ,Verbal Communication ,Written Communication ,Microsoft Office ,Other: Working with the Professional Services market,Other: In-depth knowledge of non-borrowing products,Other: In depth-knowledge of lending products and policies,Other: Understand macro and micro economics issues as they apply to business,Other: Through understanding of risk (market, rate, leverage, etc) as it applies to the lending process.,Other: Possess good marketing and presentation skills,Other: Possess strong listening and profiling skills.,Licenses and CertificationsCWS-Certified Wealth Strategist within 2 years, RequiredMust have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date, RequiredGeneral Physical Condition No unusual physical effort, strain, or discomfort

Keywords: Associated Bank, Madison , Private Banker-WMIS, Other , Madison, Wisconsin

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