What are the responsibilities and job description for the Private Banker position at Associated Bank?
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.
As a Private Banker, you’ll be responsible for deepening existing client relationships and attracting new clients to Associated Bank. You’ll identify customers’ needs and provide tailored financial solutions, working closely with teams across Commercial Banking, Business Banking, Wealth Management, and more. Your expertise in bank products and services will help high-net-worth clients achieve their financial goals, while ensuring asset growth and retention.
This Person Will Also
This role may be filled at a higher level depending on the candidate's background and experience.
Review The Qualifications Listed Below
Education
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 leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. 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.
As a Private Banker, you’ll be responsible for deepening existing client relationships and attracting new clients to Associated Bank. You’ll identify customers’ needs and provide tailored financial solutions, working closely with teams across Commercial Banking, Business Banking, Wealth Management, and more. Your expertise in bank products and services will help high-net-worth clients achieve their financial goals, while ensuring asset growth and retention.
This Person Will Also
- Drive profitable loan and deposit growth through proactive client outreach and relationship-building.
- Provide personalized financial expertise, delivering exceptional customer service that exceeds expectations.
- Expand and deepen client relationships by identifying needs and offering comprehensive banking solutions.
- Ensure compliance with credit policies, risk management, and regulatory guidelines.
- Collaborate across business lines to support team goals, cross-selling, and partnership initiatives.
This role may be filled at a higher level depending on the candidate's background and experience.
Review The Qualifications Listed Below
Education
- Bachelor's Degree or equivalent combination of education and experience in Communication, Business, or other applicable disciplines. Required
- At least 2-4 years of limited knowledge of all banking products and strong business development experience. Required
- CWS-Certified Wealth Strategist within 2 years Required. Required
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date. Required
- 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.
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 leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. 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.
RN – OR 91062
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