Senior Private Banker - Private Wealth

Associated Bank•Green Bay, WI

7d•$127,120 - $217,920

About The Position

The Senior Private Banker develops new client relationships and expands existing relationships with high-net-worth clients, with a strong focus on business development and healthcare practices. The 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. The position builds client relationships, generates business, grows loans, deposits, fee income, and assets, and collaborates with colleagues across business lines to deliver a seamless client experience. It also manages a profitable loan portfolio and represents the bank in the community and business organizations.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
At least 7 years of sales experience with strong knowledge of banking products.
Strong business development experience.
Advanced credit skills.
CWS certification required within 2 years of hire.
Ability to meet registration requirements and maintain compliance with applicable lending and regulatory requirements.
Reliable transportation and ability to lawfully drive, if applicable.

Responsibilities

Generate new business through outbound sales, 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 client acquisition and relationship management.
Partner across business lines to support a seamless client experience, retention, and relationship growth.
Collaborate with a Private Banking Account Executive to expand and strengthen existing customer relationships.
Manage and maintain a profitable loan portfolio, monitoring financial performance, covenant compliance, renewals, and asset quality.
Provide clients with financial guidance on business conditions, banking trends, and available financial solutions.
Represent the bank in community and business organizations to build credibility, increase visibility, and develop referral sources.
Comply with applicable enterprise policies, procedures, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.