Full-Time

Relationship Manager AVP/VP/SVP

Updated on 12/5/2024

Associated Bank

Associated Bank

1,001-5,000 employees

Fintech
Financial Services

Senior

Milwaukee, WI, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Bachelor's Degree Business, Finance, Accounting or related discipline or equivalent related experience Required
  • 5-7 years Commercial banking or business to business sales experience. Strong business development skills, strong credit skills, strong 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 experience. Strong business development skills, strong credit skills, strong 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
Responsibilities
  • 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.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
  • 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.
  • Identify needs and refer customers to partners within and across lines of business who can best meet those needs.

Company Stage

IPO

Total Funding

N/A

Headquarters

Green Bay, Wisconsin

Founded

1861

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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