Sales Relationship Manager-Personal Trust
Company: Associated Banc Corp
Posted on: January 10, 2019
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: colleaguecareAssociatedBank.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. The position is 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, the individual should be confident in the development of independent new business with existing clients and external prospects. COMPLIANCE STATEMENT Responsible for expanding and deepening customer relationships by identifying customers needs comprehensively and matching their needs with selections and resources within the colleagues assigned business line and across all business lines of Associated Bank. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. KEY RESULT AREAS New business development Strategic Partnership Customer Retention Regulation and Compliance Process Improvement Community Involvement Supervision JOB ACCOUNTABILITIES Independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, the individual can build and expand referral source opportunities both internally and externally. 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 Private Client and Institutional Services. 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. Participate in community and business functions/groups to ensure a positive image for the bank within the regions 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. EDUCATION Bachelor's Degree or equivalent combination of education and experience Required Master's Degree Business, Finance, Accounting Preferred JD Business, Finance, Accounting Preferred EXPERIENCE 7-10 years Business development or Personal Trust relationship management. Required 10-12 years Demonstrated success in planning, organizing and executing on internal investment agency, institutional and personal trust sales within a regional banking environment. Experience in developing internal network of bank product line referral source and external COI development. Thorough understanding of discretionary asset management and fiduciary administration. Past track record of sales and client management success. Strong knowledge of other business line products. Complexity of relationship and accounts varies from low to high depending upon level and experience. Personal Trust administration experience. Required LICENSES & CERTIFICATIONS CFP-Certified Financial Planner by start date Preferred CPA - Certified Public Accountant by start date Preferred CFA-Charted Financial Analysis by start date Preferred Series 6-Investment Company Product/Variable Life Contracts Representative Exam by start date Preferred Series 63-Uniform Securities Agent State Law Exam by start date Preferred Series 7-Stockbroker Exam by start date Preferred CTFA-Certified Trust and Financial Advisor by start date Preferred Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required
Keywords: Associated Banc Corp, Appleton , Sales Relationship Manager-Personal Trust, Sales , Appleton, Wisconsin
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