Private Banker, VP - Private Wealth

Associated Bank • Milwaukee, WI

6d • Onsite

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. Are you energized by building trusted relationships with high-net-worth clients and delivering customized financial solutions? We’re seeking a Private Banker to join our Private Wealth group—partnering with experienced colleagues across the organization to provide tailored lending, deposit, investment, and planning services. You’ll work from our downtown Milwaukee location in the heart of the city. The Private Banker will develop strong client relationships, retain total client assets, and drive overall portfolio growth. You will act as a central connection point—bringing together the right resources, providing convenience to clients, and delivering organization-wide solutions that meet their unique needs.

Requirements

• 4+ years of proven financial services sales experience with a strong track record in business development and managing complex client relationships.
• In-depth knowledge of banking products and services, with advanced credit skills.
• CWS-Certified Wealth Strategist within 2 years.

Nice To Haves

• Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting.

Responsibilities

• Provide financial advice and counsel to clients and prospective clients regarding market conditions, banking trends, and economic developments using bank-approved sources.
• Drive profitable loan and deposit growth through proactive calling efforts with clients, prospects, and centers of influence, both in person and by phone.
• Increase assets under management by developing new business and deepening existing client relationships through comprehensive needs assessments and solution matching across the Bank’s business lines.
• Actively engage in community and business events to enhance the Bank’s visibility, build referral networks, and strengthen our role as an integral part of the community.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree