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Associated Bank · 2 days ago

Private Banking Executive

Green Bay, WI

Full-time

Onsite

Senior Level, Lead/Staff

$127K/yr - $218K/yr

8+ years exp

Associated Bank is committed to creating an inclusive culture and is seeking a Private Banking Executive to drive new business growth and deepen relationships with high-net-worth clients. The role involves serving as a trusted advisor and connecting clients to personalized financial solutions across various services.

BankingFinancial ServicesWealth Management

Responsibilities

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

Qualification

Business developmentPortfolio managementAdvanced credit skillsBanking products knowledgeFinancial planning experienceRelationship managementNetworkingClient service