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Small Business Relationship Manager VP

Company: Disability Solutions
Location: West Bend
Posted on: November 18, 2024

Job Description:

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.We invite you to view the opportunity below.Manage and develop a portfolio of business banking relationships with revenue up to $5MM while ensuring retention of client assets and fostering net growth. Collaborate with internal partners and branch territories to cultivate new business relationships and prospects. Drive growth and development of the business banking portfolio and market share by selling and cross-selling products to existing clients and prospects. Facilitate the referral of appropriate customers to cross-sell partners.This person will also:

  • Ensure compliance with credit policy, procedure, business strategy, and regulatory guidelines for portfolio administration and risk management.
  • Drive loan and deposit growth through client portfolio, centers of influence, and proactive measures. Conduct client and prospect calling activities via telephone, in-person visits, and collaboration with internal partners.
  • Collaborate with internal partners to cross-sell bank products and services, emphasizing non-borrowing services, to existing clients and prospects.
  • Develop commercial banking relationships by analyzing financial data to determine loan request merits and recommend structure.
  • Provide financial advice and counsel regarding business and banking trends.
  • Make loan presentations and participate in the loan approval process, recommending appropriate credit structure.
  • Identify customer needs and refer them to partners within and across lines of business.
  • Participate in community and business functions/groups to enhance the bank's image and establish referral contacts within the community. Serve on relevant boards as applicable.Review the qualifications listed below:Education
    • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field. RequiredExperience
      • 2-4 years of Commercial banking or business to business sales and business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. RequiredLicenses and Certifications
        • Must have access to reliable transportation and the ability to lawfully drive self, if applicable by start date. RequiredIn 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.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Berwyn , Small Business Relationship Manager VP, Executive , West Bend, Illinois

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