Relationship Manager-Personal Trust

Associated Bank Manitowoc , WI 54220

Posted 3 weeks ago

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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

Job Summary

Under limited supervision, responsible for business development and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.

Responsible for providing sophisticated wealth planning perspectives and solutions, acting as an expert and consultant for internal partners and profiling for cross-selling opportunities. In addition, should be confident in the development of independent new business with existing clients and external prospects.

Compliance Statement

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's anonymous Ethics Hotline.

Key Result AreasNew business development

Strategic Partnership

Customer Retention

Regulation and Compliance

Process Improvement

Community Involvement

Supervision

Job AccountabilitiesIndependently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, build and expand referral source opportunities both internally and externally.

Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management.

Profile existing customer base, and that of Service Administrators, for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Wealth Management and Institutional Services.

Participate in community and business functions/groups to ensure a positive image for the bank within the region's marketplace. Establish referral contacts within the community.

Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information, scheduling of appointments, entering memos on capital base, approving bills, processing discretionary payment requests, reviewing and coordinating investment cash flow needs with the investment officer.

Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments.

Review and analyze legal documents including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements to determine effective administration and compliance with documented provisions.

Potentially supervise the activities and development of assigned Support Staff or Officers to ensure sales goals and customer service standards are met.



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VIEW JOBS 2/20/2020 12:00:00 AM 2020-05-20T00:00 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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282. Job Summary Under limited supervision, responsible for business development and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers. Responsible for providing sophisticated wealth planning perspectives and solutions, acting as an expert and consultant for internal partners and profiling for cross-selling opportunities. In addition, should be confident in the development of independent new business with existing clients and external prospects. Compliance Statement 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's anonymous Ethics Hotline. Key Result AreasNew business development Strategic Partnership Customer Retention Regulation and Compliance Process Improvement Community Involvement Supervision Job AccountabilitiesIndependently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, build and expand referral source opportunities both internally and externally. Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management. Profile existing customer base, and that of Service Administrators, for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Wealth Management and Institutional Services. Participate in community and business functions/groups to ensure a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information, scheduling of appointments, entering memos on capital base, approving bills, processing discretionary payment requests, reviewing and coordinating investment cash flow needs with the investment officer. Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments. Review and analyze legal documents including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements to determine effective administration and compliance with documented provisions. Potentially supervise the activities and development of assigned Support Staff or Officers to ensure sales goals and customer service standards are met. Associated Bank Manitowoc WI

Relationship Manager-Personal Trust

Associated Bank