BDO - Workplace Financial Solutions

Associated BankDe Pere, WI
Hybrid

About The Position

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. As a Business Development Officer – Workplace Financial Solutions, you will drive growth by building and expanding relationships across your assigned territory. You’ll generate new business, strengthen internal partnerships, and deliver financial education to employers and employees. This role offers strong visibility, relationship-building opportunities, and a clear path for sales and leadership growth.

Requirements

  • Bachelor’s degree in Business, Finance, or equivalent experience
  • 2+ years of business-to-business development experience
  • 5+ years of experience in a sales-driven environment
  • Valid driver’s license and reliable transportation

Nice To Haves

  • Experience in financial services or workplace banking solutions
  • Proven track record of meeting or exceeding sales targets

Responsibilities

  • Drive new business by generating leads through cold outreach, networking, and community engagement.
  • Build and manage referral pipelines from internal partners across Retirement Plan Services, Treasury Management, and Corporate Banking & Wealth Management.
  • Partner with branch teams to deliver compelling employer and employee presentations that convert opportunities into new relationships.
  • Develop and maintain Centers of Influence to expand market presence and achieve checking production goals.
  • Coach and support frontline teams through training, observation, and skill development to strengthen program execution.
  • Collaborate with district leadership to plan and execute events that drive household growth and brand awareness.
  • Manage and nurture existing client relationships to deepen engagement and identify new opportunities.

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.
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