This position will manage and develop a portfolio of commercial/commercial real estate relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Banc-Corp risk management and credit policy, business strategy and regulatory guidelines. The Relationship Manager will work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking/commercial real estate portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. The Relationship Manager will build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, etc. to our existing client base and prospective customers.
Job Accountabilities
• Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain / grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners.
• The position is responsible for working collaboratively with internal partners to cross sell all bank product and services, especially non-borrowing services, Commercial Deposits & Treasury Management (CDTM), Capital Markets Private Banking, Wealth Management, Retail Bank-at-work, etc., to our existing client base and to prospective customers.
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
• The Relationship Manager is to develop commercial banking relationships by profiling and analyzing financial data to determine the merits of specific loan requests and recommend structure.
• Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.
• Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager.
• Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable.
• Identify needs and refer customers to business Select partners within and across lines of business who can best meet those needs.
Education
Bachelor's Degree or equivalent combination of education and experience Business Required
Bachelor's Degree or equivalent combination of education and experience Finance Required
Bachelor's Degree or equivalent combination of education and experience Accounting Required
Experience
8-10 years Commercial banking or business to business sales and business development skills, strong credit skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required
Licenses and Certifications
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
• 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.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$107,870.00 - $184,920.00 per year
