Full-Time

Private Banker

Posted on 11/25/2024

Associated Bank

Associated Bank

1,001-5,000 employees

Fintech
Financial Services

Compensation Overview

$88.8k - $152.2kAnnually

Mid, Senior

Appleton, WI, USA

Category
Private Equity
Finance & Banking
Required Skills
Sales

You match the following Associated Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting
  • 4-7 years of sales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills
  • CWS-Certified Wealth Strategist with 2 years
Responsibilities
  • 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
  • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers
  • 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

Company Stage

IPO

Total Funding

N/A

Headquarters

Green Bay, Wisconsin

Founded

1861

Simplify Jobs

Simplify's Take

What believers are saying

  • Decreased prime rate could attract more borrowers and increase loan origination.
  • New executive appointments may drive growth in consumer and small business sectors.
  • Focus on cybersecurity enhancements could improve digital security and customer trust.

What critics are saying

  • Expansion into new markets may expose the bank to unfamiliar regulatory environments.
  • Decreased prime rate might reduce interest income if not offset by loan volume.
  • New executive appointments could lead to strategic shifts disrupting current operations.

What makes Associated Bank unique

  • Largest bank holding company based in Wisconsin with $43 billion in assets.
  • Operates nearly 200 banking locations across Wisconsin, Illinois, and Minnesota.
  • Offers a full range of financial products and services, including trust services.

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Benefits

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Professional Development Budget

Wellness Program

Employee Stock Purchase Plan

INACTIVE