Private Banker, VP - Private Wealth

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.

Are you energized by building trusted relationships with high-net-worth clients and delivering customized financial solutions? We're seeking a Private Banker to join our Private Wealth group-partnering with experienced colleagues across the organization to provide tailored lending, deposit, investment, and planning services. You'll work from our downtown Milwaukee location in the heart of the city.

The Private Banker will develop strong client relationships, retain total client assets, and drive overall portfolio growth. You will act as a central connection point-bringing together the right resources, providing convenience to clients, and delivering organization-wide solutions that meet their unique needs.

Job Accountabilities

• Provide financial advice and counsel to clients and prospective clients regarding market conditions, banking trends, and economic developments using bank-approved sources.

• Drive profitable loan and deposit growth through proactive calling efforts with clients, prospects, and centers of influence, both in person and by phone.

• Increase assets under management by developing new business and deepening existing client relationships through comprehensive needs assessments and solution matching across the Bank's business lines.

• Actively engage in community and business events to enhance the Bank's visibility, build referral networks, and strengthen our role as an integral part of the community.

Education

• Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting.
  Required

Experience

• 4+ years of proven financial services sales experience with a strong track record in business development and managing complex client relationships.
  Required
• In-depth knowledge of banking products and services, with advanced credit skills.
  Required

Licenses and Certifications

• CWS-Certified Wealth Strategist within 2 years. Required

In 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, Minnesota, and Missouri 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, Linked In and X.

Compliance Statement

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.

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 throughout the application, interview and hiring process. Please contact leavesandacco if you need an accommodation at any time during the process.

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.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$95,060.00 - $ per year