Relationship Manager
2 months ago
We invite you to view the opportunity below.
Under limited supervision, manage and develop a portfolio of commercial/commercial real estate relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Banc-Corp risk management and credit policy, business strategy and regulatory guidelines. The Relationship Manager will work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures.
This person will also:
- Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain / grow existing portfolio. Client and prospect calling activity consists of telephone, person calling and working collaboratively with internal partners.
- The position is responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, Retail Bank-at-work, etc,. to our existing client base and to prospective customers.
- The Relationship Manager is to develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.
- Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager.
- Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable.
Review the qualifications listed below:
Education
- Bachelor's Degree or equivalent combination of education and experience Business. Required
- Bachelor's Degree or equivalent combination of education and experience Finance. Required
- Bachelor's Degree or equivalent combination of education and experience Accounting. Required
Experience
- 5-7 years Commercial banking or business to business sales. Business development and credit skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required
- 7-10 years Commercial banking or business to business sales. Business development and credit skills. Knowledge of non-borrowing products, past track records of sales and client management success. Preferred
Licenses and Certifications
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date. 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-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.
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 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 to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview 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.
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