BDO Workplace Financial Solutions

Associated Bank • De Pere, WI

19h

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. The Workplace Financial Solutions Relationship Manager plays a key role in driving growth by developing new employer relationships and expanding existing partnerships. This role focuses on business development, referrals, and collaboration across internal teams to deliver impactful financial solutions. It offers strong visibility, growth potential, and the opportunity to make a direct impact in local markets.

Requirements

• Bachelor’s degree or equivalent combination of education and experience in Business or Finance
• 2+ years of business-to-business sales or business development experience
• 5+ years of experience working in a sales-oriented environment
• Access to reliable transportation and ability to lawfully drive, if applicable

Nice To Haves

• Experience partnering across multiple lines of business in a financial services environment

Responsibilities

• Drive new Workplace Financial Solutions relationships through self-generated leads, networking, and cold calling.
• Manage and convert referrals from internal partners including branches, Retirement Plan Services, Treasury Management, and Wealth Management.
• Partner with Branch Bankers to deliver effective employer and employee presentations that increase participation and new checking growth.
• Build strong relationships with district and frontline leadership to ensure consistent program execution across assigned districts.
• Coach and support branch teams through training, observations, and skill development related to Workplace Financial Solutions.
• Participate in community and affinity events to expand employer contacts and drive new household growth.

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