Associated Bank · 15 hours ago
BDO Workplace Financial Solutions
De Pere 206 Wisconsin
Full-time
Onsite
Mid, Senior Level
$62K/yr - $106K/yr
5+ years expAssociated Bank is committed to creating an inclusive culture and is seeking a Workplace Financial Solutions Relationship Manager to drive growth by developing new employer relationships and expanding existing partnerships. This role focuses on business development, referrals, and collaboration across internal teams to deliver impactful financial solutions.
BankingFinancial ServicesWealth Management
Responsibilities
Drive new Workplace Financial Solutions relationships through self-generated leads, networking, and cold calling
Manage and convert referrals from internal partners including branches, Retirement Plan Services, Treasury Management, and Wealth Management
Partner with Branch Bankers to deliver effective employer and employee presentations that increase participation and new checking growth
Build strong relationships with district and frontline leadership to ensure consistent program execution across assigned districts
Coach and support branch teams through training, observations, and skill development related to Workplace Financial Solutions
Participate in community and affinity events to expand employer contacts and drive new household growth
Qualification
Required
Bachelor's degree or equivalent combination of education and experience in Business or Finance
2+ years of business-to-business sales or business development experience
5+ years of experience working in a sales-oriented environment
Access to reliable transportation and ability to lawfully drive, if applicable
Preferred
Experience partnering across multiple lines of business in a financial services environment
Benefits
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.
Company
Associated Bank
Associated Bank offers deposit and loan products.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$300M2024-11-14Post Ipo Equity· $300M
1978-01-13IPO
Leadership Team
Andy Harmening
President and CEO
P
Philip B. Flynn
President, Director & CEO
Recent News
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