Private Banker

Associated Banc-Corp
Milwaukee
Workplace: OnsiteFull timeUSD 95,060 - 162,960 annuallyFunction: Banking, Lending & CreditExperience: 4+ yearsEducation: bachelorsSkills: ["Relationship management","Business development","Client retention","Risk management","Communication"]

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. Drive profitable loan and deposit growth, grow assets under management, and strengthen client retention through proactive calling and portfolio management. Partner across the bank with specialists and relationship teams to deliver a coordinated client experience while ensuring portfolio quality and risk management align with policy and regulatory guidelines.

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FursaFursa
Associated Banc-Corp
Associated Banc-Corp
2 months ago

Private Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 days agoStatus: Live

Job Summary

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. Drive profitable loan and deposit growth, grow assets under management, and strengthen client retention through proactive calling and portfolio management. Partner across the bank with specialists and relationship teams to deliver a coordinated client experience while ensuring portfolio quality and risk management align with policy and regulatory guidelines.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop financial expertise across Associated Bank products and services to exceed client expectations.
  • •Drive profitable loan and deposit growth through client portfolios, lead lists, centers of influence, and proactive calling.
  • •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 them to solutions within assigned business lines.
  • •Manage portfolio quality and administration by overseeing loan renewals, monitoring financial statements, maintaining loan ratings, and supporting covenant compliance.

Pay and Benefits

Salary: USD 95,060 - 162,960 annually
Perks:401kPension PlansPaid LeavePaid VolunteerParental LeaveEquityWellness Stipend

Key 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 and advanced credit skills.
  • •4+ years of business development experience and high-complexity relationship management.
  • •Certified Wealth Strategist certification within 2 years.
  • •Access to reliable transportation and ability to lawfully drive self, if applicable, by start date.
Experience:4+ yearsHigh-net-worthBankingWealth management
Education:Bachelor's in Business, Finance, Accounting
Skills:Relationship managementBusiness developmentClient retentionRisk managementCommunication
Certifications:Certified Wealth Strategist

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn