BDO - Workplace Financial Solutions
Listed on 2026-06-20
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Finance & Banking
Business Development Officer – Workplace Financial Solutions
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.
As a Business Development Officer – Workplace Financial Solutions, you will drive growth by building and expanding relationships across your assigned territory. You’ll generate new business, strengthen internal partnerships, and deliver financial education to employers and employees.
Key Accountabilities- Drive new business by generating leads through cold outreach, networking, and community engagement.
- Build and manage referral pipelines from internal partners across Retirement Plan Services, Treasury Management, and Corporate Banking & Wealth Management.
- Partner with branch teams to deliver compelling employer and employee presentations that convert opportunities into new relationships.
- Develop and maintain Centers of Influence to expand market presence and achieve checking production goals.
- Coach and support frontline teams through training, observation, and skill development to strengthen program execution.
- Collaborate with district leadership to plan and execute events that drive household growth and brand awareness.
- Manage and nurture existing client relationships to deepen engagement and identify new opportunities.
- Bachelor’s degree in Business, Finance, or equivalent experience.
- 2+ years of business-to-business development experience.
- 5+ years of experience in a sales-driven environment.
- Valid driver’s license and reliable transportation.
- Experience in financial services or workplace banking solutions.
- Proven track record of meeting or exceeding sales targets.
- Retirement savings including 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect through diversity-focused Colleague Resource Groups.
- Competitive salary with professional development and advancement opportunities.
- Bonus benefits including well-being programs, parental leave, employee stock purchase plan, military benefits.
- Personal banking, loan, investment and insurance benefits.
The pay range represents anticipated base pay for this role: $61,880.00 - $ per year. Actual pay may vary based on factors including work location, skills, experience, education, and qualifications.
Equal Opportunity EmployerAssociated 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.
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