Private Banker: Grow HNW Relationships & Assets

associatedbank; Milwaukee (WI); On-site; USD 95,000 - 163,000; Full time

Job summary

Associated Bank in Milwaukee is seeking a Private Banker to expand and deepen relationships with high-net-worth clients, connecting them with tailored lending, deposits, asset growth, and financial planning solutions.

You will partner with internal specialists and relationship teams to deliver a coordinated client experience and support growth in total client assets, strengthening retention and developing new business in the Milwaukee market.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or equivalent combination of education and experience.
• 4+ years of sales experience with strong knowledge of banking products, strong business development experience, high-complexity relationship management, and advanced credit skills.
• Certified Wealth Strategist certification within 2 years.
• Access to reliable transportation and the ability to lawfully drive self, if applicable, by start date.

Responsibilities

• Develop financial expertise across Associated Bank products and services to deliver a client experience that consistently exceeds expectations.
• Drive profitable loan and deposit growth through client portfolios, lead lists, centers of influence, and proactive telephone and in-person calling activity.
• Grow assets under management by developing new business with existing clients and prospective customers.
• Expand and deepen client relationships by identifying comprehensive financial needs and matching those needs to solutions within the assigned business line and across the bank.
• Manage portfolio quality by overseeing loan renewals, monitoring financial statements, maintaining current loan ratings, and supporting covenant compliance.
• Ensure portfolio administration and risk management align with Associated Banc-Corp credit policy, procedures, business strategy, and applicable regulatory guidelines.
• Build and expand internal and external referral sources to initiate new business opportunities for the bank.
• Partner effectively with coworkers and business line partners to support team selling, partnership activities, and cross-business-line referral objectives.

Skills

Sales experience

Banking products knowledge

Business development

Relationship management

Credit skills

Education

Bachelor's degree in Business, Finance, or Accounting

Job description

Associated Bank in Milwaukee is seeking a Private Banker to expand and deepen relationships with high-net-worth clients, connecting them with tailored lending, deposits, asset growth, and financial planning solutions.

You will partner with internal specialists and relationship teams to deliver a coordinated client experience and support growth in total client assets, strengthening retention and developing new business in the Milwaukee market.