Private Banking Executive

Associated Bank • Green Bay, WI

23d

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. Role Summary As a Private Banking Executive, you’ll drive new business growth and deepen relationships with high-net-worth clients and healthcare practices. You’ll serve as a trusted advisor, connecting clients to personalized financial solutions across lending, deposits, and wealth management. This is a relationship-driven role where you’ll expand your professional network, make an impact, and help clients achieve their financial goals.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field, or equivalent experience
• 8+ years of sales experience with strong knowledge of banking products and advanced credit skills
• Proven success in business development and portfolio management

Nice To Haves

• Experience working with high-net-worth or healthcare clients
• Formal credit training or advanced financial planning experience

Responsibilities

• Develop new client relationships through proactive outreach, networking, and referral partnerships.
• Drive profitable growth in loans, deposits, and assets under management by identifying and meeting client needs.
• Partner with private banking account executives and colleagues across business lines to deliver comprehensive financial solutions.
• Manage portfolio quality through active monitoring of loan renewals, financial performance, and covenant compliance.
• Deliver exceptional service and advice that consistently exceeds client expectations.
• Collaborate with internal partners to retain existing clients and support total relationship growth.
• Engage in community and professional organizations to build visibility and strengthen referral networks.
• Provide financial insights and guidance on market trends and banking solutions to support client success.

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: Executive
• Number of Employees: 1,001-5,000 employees