Current jobs related to Private Banker - Minneapolis - Associated Banc-Corp

  • Private Banker

    3 weeks ago

    Minneapolis, Minnesota, United States Associated Banc-Corp Full time

    About the RoleAssociated Banc-Corp is seeking a highly skilled Private Banker to join our Private Wealth group. As a key member of our team, you will provide financial expertise and guidance to high net worth clients, helping them achieve their financial goals.Key ResponsibilitiesProvide financial advice and counsel to clients and prospective clients on...

  • Senior Premier Banker

    4 weeks ago

    Minneapolis, Minnesota, United States Wells Fargo Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Branch Premier Banker to join our team at Wells Fargo. As a Senior Branch Premier Banker, you will be responsible for acquiring and deepening relationships with affluent consumers and small business customers, providing them with tailored financial solutions and services.Key...

  • Tax Senior Manager

    2 months ago

    Minneapolis, United States Eisner Advisory Group LLC Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Sr. Private/Commercial Lender

    2 days ago

    Minneapolis, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Tax Manager

    2 days ago

    Minneapolis, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Investment Banking Analyst

    3 weeks ago

    Minneapolis, Minnesota, United States Piper Sandler & Co. Full time

    Investment Banking Analyst OpportunityPiper Sandler & Co. is seeking a highly motivated and detail-oriented Investment Banking Analyst to join our Services & Industrials team in Minneapolis, MN. As a key member of our team, you will be responsible for providing analytical support to senior bankers and contributing to the development of innovative solutions...

  • Assurance Senior Associate

    3 months ago

    Minneapolis, United States Eisner Advisory Group LLC Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Financial Advisory Associate

    2 weeks ago

    Minneapolis, Minnesota, United States Lazard Full time

    Financial Advisory ServicesWe are seeking a highly skilled Associate to join our Consumer, Food & Retail Private Market Advisory team in Minneapolis. As a key member of our team, you will provide financial advisory services to both public and private companies in the middle market space, including founder-owned, entrepreneur-led, and private equity-backed...

  • Tax Controversy Manager

    2 days ago

    Minneapolis, United States Eisner Advisory Group LLC Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Controversy Manager

    2 months ago

    Minneapolis, MN, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Private Banker

4 months ago

Minneapolis, United States Associated Banc-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 view the opportunity below.

As a Private Banker within our Private Wealth group you will provide financial expertise on Associated products and services to high net worth clients. Work closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and net growth in relationships for high net worth clients. Assist in building loans, deposits, fee income, overall asset growth and financial planning. This will be accomplished by acting as a portal across Associated, bringing together the right resources, providing convenience to clients, and providing organization wide tailored solutions to clients.

This person will also:

  • 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.

  • Responsible for profitable loan and deposit growth through lead lists, client portfolio and centers of influence to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone and in person calling.

  • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients' needs and matching those needs to solutions within the business line & across all business lines of the Bank.

  • Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community.

Review the qualifications listed below:

Education

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

Experience

  • 4-7 years of sales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills. Required

Licenses and Certifications

  • CWS-Certified Wealth Strategist with 2 years. 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 to individuals with disabilities throughout the application & interview process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the interview 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.