Associate

3 days ago

Green Bay, United States Associated Bank - Corp Full time

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.

We invite you to the view the opportunity below.

Under limited supervision, the Associate Fiduciary Officer is responsible for the relationship management and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers. Responsible for providing sophisticated wealth planning perspectives and solutions, acting as an expert and consultant for internal partners and profiling for cross-selling opportunities. Should be confident in the development of independent new business with existing clients and external prospects. In addition, should have a strong background and focus related to internal policies and procedures, compliance initiatives and projects and general regulatory changes impacting the Personal Trust business line.

This person will also:

  • Have strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, charitable planning and risk management.

  • Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information, scheduling of appointments, recording client contacts, approving bills, processing discretionary payment requests, reviewing and coordinating investment cash flow needs with the investment officer.

  • Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments.

  • Profile existing customer base for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Wealth Management and Institutional Services.

  • Review and analyze legal documents including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements to determine effective administration and compliance with documented provisions.

  • Participate in project and working group as well as committees within the organization in order to drive policy and procedural changes in order to improve risk mitigation and work flow efficiency.

  • Independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, can build and expand referral source opportunities both internally and externally.

  • Potentially supervise the activities and development of assigned Administrative Assistants or Officers to ensure customer service standards are met.

  • Participate in community and business functions/groups to ensure a positive image for the bank within the region‘s marketplace. Establish professional network within the community.


Education

  • Bachelor‘s Degree or equivalent combination of education and experience in Finance, Accounting, or Business. Required


Experience

  • 2-4 years Personal Trust relationship management or related financial services. Relationship management retention and sales and client management success. Required

  • 2-4 years Knowledge of other bank business line product and success in identifying client needs and making referral to other bank products to address those needs. Demonstrated relationship management and client retention success within the financial services/trust industry. Compliance with, and understanding of, regulatory requirements. Required

  • 2-4 years Business development skills/experience and proven success in generating additional business from existing client base. Required

  • Past experience with and demonstrated success in creating and developing both internal and external referral network. Required


Licenses and Certifications

  • CFP-Certified Financial Planner by start date. Preferred

  • CTFA-Certified Trust and Financial Advisor by start date. Preferred

  • CWS-Certified Wealth Strategist within 2 years. Preferred

  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

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 and Minnesota 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 onFacebook,LinkedInandX.

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 you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

  • Maintenance Associate

    1 month ago

    Green Bay, Wisconsin, United States Walmart Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Maintenance Associate to join our team at Sam's Club. As a Maintenance Associate, you will play a critical role in ensuring the cleanliness and safety of our facilities, providing an exceptional experience for our members and associates.Key ResponsibilitiesMaintain a safe and clean...

  • sales associate

    3 months ago

    Green Bay, United States Ascena Retail Group Full time

    About usLOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...

  • Sales Associate

    1 month ago

    Green Bay, United States Tillys Full time

    Tillys - Bay Park Square [Sales Associate / Team Member] As a Sales Associate at Tillys, you'll: Be responsible for delivering the Tillys Experience to the Customers; Be making friends with perfect strangers; Create a unique and engaging Customer Experience in a sales-focused environment...Hiring Immediately >>

  • Pharmacy Associate

    3 weeks ago

    Green Bay, Wisconsin, United States Walmart Full time

    Job Summary:We are seeking a Pharmacy Associate to join our team at Walmart Supercenter #1752. As a Pharmacy Associate, you will play a vital role in providing exceptional customer service and supporting the needs of our customers as they entrust us with their prescriptions and health needs.Key Responsibilities:Input and process prescriptions accurately and...

  • Sales Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Spirit Halloween Full time

    About the RoleSpirit Halloween is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, building sales, and maintaining a visually appealing store environment.Key ResponsibilitiesAcknowledge all guests through a greeting, smile, or eye...

  • Sales Associate

    3 weeks ago

    Green Bay, United States Petco Full time

    Petco - 1616 West Mason Street [Sales Associate / Team Member] As a Sales Associate at Petco, you'll: Provide quick and courteous service to all guests; Determine the needs of guests and share product knowledge to suggest the appropriate merchandise and services; Maintain familiarity with current store promotions and special services; Engage with customers...

  • Pharmacy Associate

    3 weeks ago

    Green Bay, Wisconsin, United States Walmart Full time

    Job Summary:We are seeking a skilled Pharmacy Associate to join our team at Walmart. As a Pharmacy Associate, you will play a vital role in providing exceptional customer service and ensuring the accuracy and efficiency of our pharmacy operations.Key Responsibilities:Process prescriptions and provide customer service in our store pharmacies.Support patients...

  • sales associate

    3 months ago

    Green Bay, United States Ascena Retail Group Full time

    About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...

  • Maintenance Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Walmart Full time

    Job Summary:As a Maintenance Associate at Walmart, you will play a vital role in ensuring a safe and clean environment for our members and associates. This position involves performing maintenance tasks as necessary, responding to spills, operating floor scrubbers, and disposing of cardboard, plastic, and trash in accordance with our Environmental...

  • Janitorial Associate

    3 weeks ago

    Green Bay, Wisconsin, United States Walmart Full time

    Job Overview: As a Janitorial Associate at Walmart, you will play a vital role in ensuring our stores provide a clean and safe environment for our customers. Your responsibilities will include maintaining the cleanliness of the store, from the parking lot to the restrooms and receiving area.Benefits and Perks: At Walmart, we offer competitive pay,...

  • Sales Associate

    6 months ago

    Green Bay, United States Rogers Enterprises Full time

    Description Roger's Enterprises, Inc. is a growing fine jewelry chain with over 70 stores throughout the extended Midwest. Founded in 1910, this family owned company operates under the names Rogers & Hollands Jewelers and Ashcroft & Oak Jewelers. Our reputation has been built with three guiding principles: fairness, honesty and integrity. We are seeking...

  • Housekeeping Associate

    3 weeks ago

    Green Bay, Wisconsin, United States The Bay Family of Companies Full time

    Job Title:Housekeeping AssociateJob Summary:The Bay Family of Companies is seeking a reliable and detail-oriented Housekeeping Associate to join our team. As a Housekeeping Associate, you will be responsible for maintaining the cleanliness and organization of our facilities, ensuring a safe and healthy environment for our employees and guests.Key...

  • Production Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Aerotek Full time

    Job Title: Production AssociateAre you looking for a challenging and rewarding role in a fast-paced manufacturing environment? Do you have a strong work ethic and a passion for quality and safety? We have an exciting opportunity for a Production Associate to join our team at Aerotek in Green Bay, Wisconsin.About the Role:As a Production Associate, you will...

  • Sales Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Tailored Brands Inc Full time

    Retail Sales Associate OpportunityWe're seeking a talented and customer-focused Retail Sales Associate to join our team at Tailored Brands Inc. As a Retail Sales Associate, you will be responsible for delivering an exceptional customer experience across multiple brands and store locations.Key Responsibilities:Provide world-class customer service and build...

  • Sales Associate

    2 months ago

    Green Bay, Wisconsin, United States JD Sports Full time

    JD Sports Store Associate Job DescriptionWe are seeking a highly motivated and customer-focused Store Associate to join our team at JD Sports. As a key member of our retail team, you will be responsible for delivering exceptional customer service, maintaining a high level of sales performance, and contributing to a positive store environment.Key...

  • Sales Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Lids Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Lids Bay Park Square. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and assisting with inventory management.Key ResponsibilitiesProvide customer service and...

  • Warehouse Associate

    3 weeks ago

    Green Bay, Wisconsin, United States NATURE'S WAY-HEADQUARTERS Full time

    Job Summary:Nature's Way-Headquarters is seeking a skilled Warehouse Associate to join our team. As a Warehouse Associate, you will be responsible for processing internal and external customer orders in a fast-paced environment using RF Technology through SAP and Warehouse Management Software.Key Responsibilities:Order picking/kittingCycle countingInventory...

  • Cleaning Associate

    2 months ago

    Green Bay, United States Sierra Full time

    Half of the fun of Sierra is the thrill of the find. And the other half is putting the products to use on an actual adventure. Same with working here. Its an environment of endless possibilities, where everyone is empowered to think on their feet, evolve our processes, and embrace the many opportunities that come with the unknown. If this sounds like you,...

  • Retail Sales Associate

    2 months ago

    Green Bay, United States American Freight Furniture Full time

    American Freight - JobID: 47a6d9f5-870f-4edb-86bf-bf653514ed76 [Sales Associate / Team Member] As a Retail Sales Associate at American Freight, you'll: Identify customer needs and provide appropriate solutions using approved selling practices and guidelines; Meet associate performance standards consistently; Understand website navigation; Maintain current...

  • Warehouse Associate

    4 weeks ago

    Green Bay, Wisconsin, United States Ryder Full time

    Warehouse Associate Job DescriptionRyder is seeking a highly skilled and motivated Warehouse Associate to join our team in Green Bay, WI.Job Summary:The Warehouse Associate will be responsible for performing various warehouse functions, including loading, picking, packing, shipping, receiving, and forklift operation.Key Responsibilities:Perform warehouse...