Job Information
ASSOCIATED BANK NA Senior Fiduciary Officer in GREEN BAY, Wisconsin
JOB REQUIREMENTS: 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. Under limited supervision, the Senior Fiduciary Officer will manage and administer assigned Personal Trust accounts and other Trust Department accounts. Focus on developing and expanding relationships with high-net-worth clients to drive asset and revenue growth through retention and sales. Provide sophisticated wealth planning advice, acting as a consultant for internal teams and identifying cross-selling opportunities. Generate new business from existing clients and prospects. Ensure compliance with policies, procedures, and regulatory changes. This person will also: Provide advice on financial planning areas including estate, retirement, investment, charitable, and risk management. Administer accounts by processing requests, coordinating investments, and managing client interactions. Ensure compliance with legal, tax, and regulatory requirements. Identify cross-selling opportunities and refer clients to internal partners. Review legal documents to ensure compliance and effective administration. Participate in committees and projects to improve workflow and risk management. Create sales proposals and build referral networks internally and externally. Potentially supervise Administrative Assistants or Officers to meet customer service standards. Represent the bank in community and business functions to enhance its image. Education: Bachelor\'s degree in Business, Finance, or Accounting (or equivalent experience). Required Experience: 2-4 years Personal Trust relationship management or related financial services. Relationship management retention and sales and client management success. Required 2-4 years Knowledge of other bank business line product and success in identifying client needs and making referral to other bank products to address those needs. Demonstrated relationship management and client retention success within the financial services/trust industry. Compliance with, and understanding of, regulatory requirements. Required 2-4 years Business development skills/experience and proven success in generating... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/51BD0BB0441440C1
