Senior Relationship Manager - SVP
Company: Disability Solutions
Location: Chicago
Posted on: April 28, 2024
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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.Manage and develop a
portfolio of commercial real estate relationships and ensure
retention of total client assets and net growth in relationships.
The Relationship Manager will work closely with internal partners
to facilitate the development of new business relationships, as
well as develop prospects through lead lists and COIs (centers of
influence). Play a vital role in the growth and development of the
commercial real estate portfolio and market share. Primary focus
will be to profile and sell/cross-sell commercial products to our
existing client base, as well as prospects. The Relationship
Manager will build deposits, loans, fee income, as well as cross
sell all bank products, including Capital Markets (SWAP
enhancements), P&C, Life and Group Health Insurance, Treasury
Management products, International Banking services, Private Client
and Institutional Services and retirement planning services to our
existing client base and prospective customers.Job
Accountabilities--- Responsible for loan and deposit growth through
lead lists, client portfolio and centers of influence to grow
market share, as well as retain / grow existing portfolio. Client
and prospect calling activity consists of telephone and in person
calling.--- Ensure the portfolio administration and risk management
of each client relationship is in compliance with established
Associated Banc-Corp credit policy, procedure and business strategy
as well as commercial and regulatory guidelines.--- Develop
commercial real estate relationships by profiling and analyzing
financial data to determine the merits of specific loan requests
and recommend structure.--- Cross sell all bank, especially
non-borrowing services; Capital Market (SWAP enhancements);
P&C, Life and Group Health Insurance; Treasury Management,
International Banking, Private Banking, Private Client and
Institutional Services and Retirement Planning Services to our
existing client base and prospective customers.--- Make
presentations on specific loans and participate in the bank's loan
approval process, recommending approval and appropriate structure
of credits.--- Provide financial advice and counsel to clients and
prospective clients regarding trends and conditions of the business
environment and general banking trends though bank approved
sources.--- 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.---
Identify needs and refer customers to business Select partners
within and across lines of business who can best meet those
needs.EducationBachelor's Degree or equivalent combination of
education and experience Business RequiredBachelor's Degree or
equivalent combination of education and experience Finance
RequiredBachelor's Degree or equivalent combination of education
and experience Accounting RequiredExperience10-12 years Commercial
real estate or business to business sales Required10-12 years Track
record of sales and client management success RequiredLicenses and
CertifcationsMust 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.
Keywords: Disability Solutions, Bartlett , Senior Relationship Manager - SVP, Accounting, Auditing , Chicago, Illinois
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