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Private Banker-Private Wealth at Associated Bank, NA - ApplyBlast

Private Banker-Private Wealth

Associated Bank, NA

4 months ago

Milwaukee, WI

Hybrid

Full Time

Senior

1 applicant

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About this role

A Private Banker at Associated Bank expands relationships with high-net-worth clients by identifying financial needs and connecting them with tailored lending, deposit, and asset growth solutions. The role involves managing portfolios, driving loan and deposit growth, and ensuring compliance with banking policies to maximize total client assets.

Responsibilities

Expand and deepen relationships with high-net-worth clients
Drive profitable loan and deposit growth through client portfolios
Grow assets under management by developing new business
Manage portfolio quality by overseeing loan renewals
Ensure portfolio administration aligns with credit policy guidelines

Skills

Qualifications

Bachelor’s degree in Business, Finance, AccountingCertified Wealth Strategist certification

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

View Profile

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.