Private Banker - Private Wealth

Company: Disability Solutions
Location: Madison
Posted on: April 19, 2024

Job Description:

Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Private Banker within our Private Wealth group you will 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.This person will also:

• 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.
• 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.
• 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.
• This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.Review the qualifications listed below:Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. Required Experience
    • 4-7 years of sales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills. RequiredLicenses and Certifications
      • CWS-Certified Wealth Strategist with 2 years. RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
        • 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. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated 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.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 Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Madison , Private Banker - Private Wealth, Other , Madison, Wisconsin