RELATIONSHIP MANAGER AVP/VP/SVP
Company: Disability Solutions
Location: Milwaukee
Posted on: November 2, 2024
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Job Description:
Guided by our relentless focus on people and desire to actively
listen, we strive to create an inclusive culture and uphold
equitable practices for our colleagues and community members. We
seek to hire people who share our winning spirit and recognize
diverse backgrounds perspectives, and representation as strengths
critical to success. If you thrive in an environment where your
growth and development are supported and achieving together is
valued, then Associated Bank may be the right place for you.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. The Relationship Manager will play a vital role
in the growth and development of the commercial banking portfolio
and market share. Primary focus will be to profile and work
collaboratively with internal partners to sell/cross-sell
commercial products to our existing client base, as well as to
prospects. The Relationship Manager will build deposits, loans, fee
income and refer appropriate customers and prospects to all
applicable cross-sell partners, including Commercial Deposit &
Treasury Management (CDTM), Capital Markets, Private Banking,
Wealth Management, Retail Bank-at-work, etc.Job Accountabilities---
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.--- Ensure the portfolio administration and risk
management of each client relationship is in compliance with
established Associated Banc-Corp credit policy, procedure and
business strategy as well as commercial and regulatory
guidelines.--- 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.--- Identify needs and refer customers to partners
within and across lines of business who can best meet those
needs.Education--- Bachelor's Degree Business, Finance, Accounting
or related discipline or equivalent related experience
RequiredExperience--- 5-7 years Commercial banking or business to
business sales experience. Strong business development skills,
strong credit skills, strong 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 experience. Strong business development skills, strong credit
skills, strong knowledge of non-borrowing products, past track
records of sales and client management success. PreferredLicenses
and Certifications--- Must have access to reliable transportation
and the ability to lawfully drive self, if applicable. by start
date RequiredIn addition to core traditional benefits, we take
pride in offering benefits for every stage of life.
Keywords: Disability Solutions, Fond du Lac , RELATIONSHIP MANAGER AVP/VP/SVP, Accounting, Auditing , Milwaukee, Wisconsin
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