Senior Private Banker - Private Wealth

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

The Private Banker is responsible for developing new client relationships and expanding existing relationships with high net worth clients, with a strong focus on business development and healthcare practices. This role serves as a trusted financial partner, connecting clients to tailored banking, lending, deposit, investment, and financial planning solutions while driving profitable growth for the bank.

Key Accountabilities

• Generate new business opportunities through proactive outbound sales efforts, referral networks, and community relationships.
• Build and deepen relationships with high net worth clients by identifying financial needs and delivering tailored banking solutions.
• Grow loan, deposit, fee income, and overall asset volumes through effective client acquisition and relationship management.
• Partner across business lines to deliver a seamless client experience and support retention and growth of client relationships.
• Collaborate with a Private Banking Account Executive to expand and strengthen existing customer relationships.
• Manage and maintain a profitable loan portfolio, including monitoring financial performance, covenant compliance, renewals, and asset quality.
• Provide financial guidance to clients on business conditions, banking trends, and available financial solutions.
• Represent the bank within the community and business organizations to build credibility, enhance visibility, and develop referral sources.

Education & Experience

Required

• Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience
• 7+ years of sales experience with strong knowledge of banking products
• Strong business development experience
• Advanced credit skills
• Certified Wealth Strategist (CWS) certification required within 2 years of hire
• Ability to meet registration requirements and maintain compliance under applicable lending and regulatory requirements
• Access to reliable transportation and the ability to lawfully drive, if applicable

Preferred

• None specified

Why You’ll Love Working Here

This role offers the opportunity to build meaningful client relationships, influence business growth, and work closely with partners across multiple banking disciplines. You'll have the ability to make a direct impact on client success while expanding your expertise in wealth management, lending, and relationship development.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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-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. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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 on Facebook, LinkedIn and X. 

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

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 throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$127,120.00 - $217,920.00 per year