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Private Banking Executive

Private Banking Executive

Associated Bank - CorpGreen Bay, WI, United States
3 days ago
Job type
  • Full-time
Job description

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary

As a Private Banking Relationship Manager, you'll drive new business growth and deepen relationships with high-net-worth clients and healthcare practices. You'll serve as a trusted advisor, connecting clients to personalized financial solutions across lending, deposits, and wealth management. This is a relationship-driven role where you'll expand your professional network, make an impact, and help clients achieve their financial goals.

Key Accountabilities

  • Develop new client relationships through proactive outreach, networking, and referral partnerships.
  • Drive profitable growth in loans, deposits, and assets under management by identifying and meeting client needs.
  • Partner with private banking account executives and colleagues across business lines to deliver comprehensive financial solutions.
  • Manage portfolio quality through active monitoring of loan renewals, financial performance, and covenant compliance.
  • Deliver exceptional service and advice that consistently exceeds client expectations.
  • Collaborate with internal partners to retain existing clients and support total relationship growth.
  • Engage in community and professional organizations to build visibility and strengthen referral networks.
  • Provide financial insights and guidance on market trends and banking solutions to support client success.

Education & Experience

Required :

  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience
  • 8+ years of sales experience with strong knowledge of banking products and advanced credit skills
  • Proven success in business development and portfolio management
  • Preferred :

  • Experience working with high-net-worth or healthcare clients
  • Formal credit training or advanced financial planning experience
  • Why You'll Love Working Here

    At Associated Bank, we're driven by collaboration, integrity, and a shared commitment to helping clients and colleagues thrive. You'll find opportunities for professional growth, mentorship, and advancement within a supportive, relationship-focused culture. Join a team that values your expertise and celebrates your success.

    In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

    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-focusedColleague Resource Groups.

    Competitive salaries with professional development and advancement opportunities.

    Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

    Personal banking, loan, investmentand insurance benefits.

    Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook , LinkedIn and X .

    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 participates in the E-Verify Program. E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish .

    Associated Bank isPay Transparency compliant.

    The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

    $125,790.00 - $215,640.00 per year

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