Relationship Manager

Posted 21 Days Ago
Be an Early Applicant
Milwaukee, WI
Senior level
Fintech
The Role
The Relationship Manager will manage a portfolio of middle market relationships, ensuring client retention and growth. Responsibilities include cross-selling commercial products, providing financial advice, and participating in the loan approval process.
Summary Generated by Built In

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.

In this autonomous role you will manage and develop a portfolio of middle market 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. You will play a vital role in the growth and development of the commercial banking portfolio and market share through collaboration with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Additionally, you will be responsible for building 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, Retail Bank-at-work, etc.

As a Relationship Manager you will:

  • Under limited supervision, manage and develop a portfolio of Commercial & Industrial relationships 25M+ . 
  • Retain and grown client assets and relationships. 
  • Work collaboratively with internal partners to cross sell bank products and services. 
  • Provide financial advice and counsel to clients and prospective clients. 
  • Make presentations on specific loans and participate in the loan approval process. 


Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance or 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

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. 

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 Statement

Associated 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 to individuals with disabilities throughout the application & interview process. Please contact [email protected] if you need an accommodation at any time during the interview 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.

The Company
HQ: Green Bay, WI
4,448 Employees
On-site Workplace

What We Do

Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

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