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Small Business Relationship Manager VP - West Bend Wisconsin
Company: Disability Solutions Location: West Bend, Wisconsin
Posted On: 01/23/2025
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.
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