Financial Services Specialist

6 days ago


Appleton, Wisconsin, United States Disability Solutions Full time
Job Description

We are seeking a highly motivated Financial Services Specialist to join our team at Associated Bank. As a key member of our Private Wealth group, you will be responsible for providing financial expertise on our products and services to high net worth clients. This will involve working 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.

In this role, you will assist in building loans, deposits, fee income, overall asset growth and financial planning. You will act as a portal across the bank, bringing together the right resources, providing convenience to clients, and providing organisation-wide tailored solutions to clients.

The successful candidate will have a strong understanding of banking trends and conditions, as well as the ability to provide financial advice and counsel to clients and prospective clients. They will also be responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. The ideal candidate will have a proven track record of success in sales and business development, with a strong focus on complex client relationships and advanced credit skills.

Work Environment

We strive to create a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We offer a comprehensive benefits package that includes competitive salaries, professional development opportunities, bonus benefits, and more. We are an equal opportunity employer committed to creating a diverse workforce. Estimated salary: $60,000 - $80,000 per annum.

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