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.
Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain / grow existing portfolio. Client and prospect calling activity consists of telephone, person calling and working collaboratively with internal partners.
The position is responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, Retail Bank-at-work, etc,. to our existing client base and to prospective customers.
The Relationship Manager is to develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure.
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.
Make presentations on specific loans and participate in the bank’s loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager.
Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable.
Bachelor’s Degree or equivalent combination of education and experience Business. Required
Bachelor’s Degree or equivalent combination of education and experience Finance. Required
Bachelor’s Degree or equivalent combination of education and experience Accounting. Required
5-7 years Commercial banking or business to business sales. Business development and credit skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required
7-10 years Commercial banking or business to business sales. Business development and credit skills. Knowledge of non-borrowing products, past track records of sales and client management success. Preferred
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date. Required