Full-Time

BDO Bank at Work

Confirmed live in the last 24 hours

Associated Bank

Associated Bank

1,001-5,000 employees

Fintech
Financial Services

Mid

Madison, WI, USA

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Lead Generation
Cold Calling
Requirements
  • Bachelor's Degree or equivalent combination of education and experience Business. Required
  • Bachelor's Degree or equivalent combination of education and experience Finance. Required
  • 2-4 years Business development in a business to business setting. Required
  • 5-7 years Working in a sales oriented company Required
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required
Responsibilities
  • Shared responsibility for overall assigned territory Bank at Work goal achievement.
  • Responsible for referral production from internal lines of businesses (Retirement Plan Services, Treasury Management, and Corporate Banking and Wealth Management).
  • Accountable for developing a defined amount of new Bank at Work relationships on a monthly/quarterly basis.
  • Responsible for self generating new Bank at Work employer opportunities through cold calling, networking, and maintaining established employer relationships.
  • Work with assigned district manager to coordinate event participation and partner with the Branches to provide Bank at Work training and education.
  • Initiate new business opportunities for the bank through the self generation of new leads, and the development of Centers of Influence business contacts and maintenance of existing client relationships to ensure new checking production targets are achieved.
  • Responsible for generation of Bank at Work opportunities through development of relationships with line of business partners within regions.
  • Manage all referrals received from line of business partners.
  • Partner with Branch Bankers on larger Bank at Work referral opportunities, including conducting effective Employer Presentations and establishing Employee Presentations with participating businesses.
  • Develop a relationship with front line leadership to ensure that the Bank at Work program is effectively in place within the assigned districts.
  • This would include observations of employer and employee meetings, modeling the behaviors, presentation at meetings, training and skill practice, and coaching sessions.
  • Participate in sponsorship affinity off site events to drive new household growth within the region’s marketplace.
  • Establish referral contacts within the community.
  • Partner with assigned district manager to prioritize capacity/event attendance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Green Bay, Wisconsin

Founded

N/A

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $1.21 million investment by Algert Global LLC indicates confidence in Associated Bank's growth potential.
  • Promotions within the company, such as Charity Olson to Director of Trust Services, suggest opportunities for career advancement and internal growth.
  • Associated Bank's participation in major investor events reflects its proactive engagement with the financial community and potential for strategic partnerships.

What critics are saying

  • The retirement of key personnel like Tammy C. Stadler could lead to transitional challenges and affect operational continuity.
  • The competitive banking landscape in the Midwest may pressure Associated Bank to continuously innovate to maintain its market position.

What makes Associated Bank unique

  • Associated Bank's launch of a new deposit vertical highlights its commitment to innovation and expanding its financial product offerings.
  • Recognition as one of the Best of Madison 2024 winners underscores its strong regional presence and customer satisfaction.
  • The bank's strategic focus on specialty deposit and payment solutions positions it uniquely in the market compared to traditional banking services.

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