Business Banking Relationship Manager SVP

Company: Disability Solutions
Location: Brookfield
Posted on: February 13, 2025

Job Description:

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.Due to an upcoming retirement, this is a unique opportunity to step into one of the largest custom underwriting business banking portfolios in Milwaukee. Strong credit management skills are necessary. Revenue focus is 5MM - 30MM with average loan size 1MM to 2MM.We invite you to review more about this opportunity: Under limited supervision and functional guidance, manage and develop a portfolio of business banking relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the business banking portfolio and market share. May have 1-2 direct reports and could be deeply involved in the strategic initiatives of the Business Line. Provide coaching and performance assessment to the relationship manager direct reports.

• Directly or through leading others, initiate new business opportunities for the bank through the development of new business contacts and maintenance of existing client relationships to ensure sufficient loan, deposit and fee income.
• Effectively leverage assigned staff for maximum personal impact on new business development. Ensure resources are always deployed on a "highest and best use" basis. Act as deal team leader on direct report's new business opportunities.
• Develop Business Banking relationships by profiling and analyzing financial data to determine the merits of specific loan requests and recommend structure for any opportunities they or their direct reports originate.
• Responsible for working collaboratively with internal partners to cross sell all bank product and services, especially non-borrowing services, Commercial Deposits & Treasury Management (CDTM), Capital Markets Private Banking, Wealth Management and Institutional Services, Associated Financial Group, Employee Benefit Services, 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.
• 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.
• Manage direct reports by establishing annual performance goals; provide coaching and performance assessment; and determining and recommending individual merit, incentive, and/or promotional increases. Conduct periodic huddles with direct reports to discuss current state-of-the-state and brainstorm on ideas to increase revenue and efficiency, and ensure staff is trained on any procedure changes.
• Work with Business Banking Market Leader to establish strategy and annual business plan with responsibility for execution of initiatives, budgeting, business reviews, and collaborating with key partners and stakeholders.
• 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.Education: Bachelor's Degree or equivalent experience Business, Finance or Accounting RequiredExperience: 10-12 years Commercial banking or business to business sales. Strong business development skills, strong credit skills, strong knowledge of non-borrowing products, past track records of sales and client management success. RequiredMust 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.
  • 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 and Minnesota 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.Compliance StatementAssociated 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 is an Affirmative Action and Equal Opportunity Employer. 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.$103,740.00 - $177,840.00

Keywords: Disability Solutions, Wauwatosa , Business Banking Relationship Manager SVP, Executive , Brookfield, Wisconsin